Filed May 14, 2021 (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.
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 | $99,643 | $68,408+45.7% | $57,179+74.3% | $57,658+72.8% |
| Participation rate | 97.8% | 79.1%+18.7pp | 75.3%+22.5pp | 70.2%+27.6pp |
| Annual return | 6.50% | 8.51%-2.0pp | 14.59%-8.1pp | 5.13%+1.4pp |
| Employer contribution / active EE | $5,136 | $2,869+79.0% | $2,682+91.5% | $1,974+160.2% |
| Participant deferral / active EE | $3,240 | $2,903+11.6% | $3,096+4.7% | $3,061+5.9% |
| Admin fee / account holder | $8 | $70-88.1% | $3,139-99.7% | $95-91.3% |