Filed December 23, 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.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,745 | $86,332-41.2% | $125,175-59.5% | $65,185-22.2% |
| Participation rate | 96.2% | 75.3%+20.9pp | 79.8%+16.4pp | 70.2%+26.0pp |
| Annual return | 15.43% | 27.43%-12.0pp | 43.79%-28.4pp | 29.38%-14.0pp |
| Employer contribution / active EE | $2,627 | $2,040+28.8% | $3,865-32.0% | $2,177+20.7% |
| Participant deferral / active EE | $2,110 | $3,537-40.3% | $4,937-57.3% | $3,514-39.9% |
| Admin fee / account holder | $31 | $609-94.9% | $9,702-99.7% | $847-96.4% |