Filed December 2, 2024 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,832 | $88,515-15.5% | $162,163-53.9% | $67,579+10.7% |
| Participation rate | 98.6% | 86.8%+11.8pp | 87.6%+11.0pp | 71.3%+27.3pp |
| Annual return | 25.19% | 27.04%-1.9pp | 115.59%-90.4pp | 378.56%-353.4pp |
| Employer contribution / active EE | $4,253 | $3,563+19.4% | $5,614-24.2% | $2,148+98.0% |
| Participant deferral / active EE | $6,360 | $5,724+11.1% | $7,298-12.8% | $3,539+79.7% |
| Admin fee / account holder | $35 | $124-71.3% | $10,843-99.7% | $142-75.1% |