Filed April 22, 2025 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 73 · EIN 01-0233346 | Other insurance fees and expenses | $24,807 |
See 1 actuary disclosure. $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.
Employer contribution per participant 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 | $0 | $0 | $19,623-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | -0.66% | 3.11%-3.8pp | -0.97%+0.3pp | 3.11%-3.8pp |
| Employer contribution / active EE | $1,187 | $9,361-87.3% | $22,441-94.7% | $9,361-87.3% |
| Participant deferral / active EE | $0 | $375-100.0% | $183-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $2,730-100.0% | - |