Filed November 6, 2024 (most recent of 4 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.
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 | $62,863 | $32,913+91.0% | $80,004-21.4% | $59,188+6.2% |
| Participation rate | 100.0% | 56.9%+43.1pp | 73.0%+27.0pp | 69.4%+30.6pp |
| Annual return | -0.25% | 1.16%-1.4pp | 7.63%-7.9pp | 5.51%-5.8pp |
| Employer contribution / active EE | $3,636 | $789+360.9% | $2,473+47.1% | $2,098+73.3% |
| Participant deferral / active EE | $4,764 | $1,686+182.5% | $3,204+48.7% | $3,265+45.9% |
| Admin fee / account holder | $0 | $40-100.0% | $5,033-100.0% | $92-100.0% |