Filed December 6, 2023
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 9-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 a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,615 | $84,487-56.7% | $125,339-70.8% | $66,914-45.3% |
| Participation rate | 83.3% | 76.4%+6.9pp | 82.4%+1.0pp | 69.8%+13.5pp |
| Annual return | -12.41% | -8.39%-4.0pp | 572.05%-584.5pp | 1.58%-14.0pp |
| Employer contribution / active EE | $10,981 | $3,553+209.1% | $4,814+128.1% | $2,544+331.6% |
| Participant deferral / active EE | $7,116 | $6,781+4.9% | $7,446-4.4% | $4,237+67.9% |
| Admin fee / account holder | $2 | $685-99.7% | $10,010-100.0% | $593-99.7% |