Filed October 20, 2023 (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 | $146,620 | $74,706+96.3% | $75,696+93.7% | $79,386+84.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 24.89% | 18.52%+6.4pp | 104.53%-79.6pp | 116.85%-92.0pp |
| Employer contribution / active EE | $5,988 | $2,590+131.2% | $2,743+118.3% | $2,427+146.7% |
| Participant deferral / active EE | $6,398 | $3,533+81.1% | $3,821+67.4% | $4,046+58.1% |
| Admin fee / account holder | $284 | $374-24.1% | $3,619-92.1% | $626-54.6% |