Filed September 18, 2024 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $99,293 |
Annual investment return 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 | $157,495 | $155,795+1.1% | $136,294+15.6% | $69,631+126.2% |
| Participation rate | 92.8% | 75.2%+17.5pp | 81.9%+10.9pp | 70.7%+22.1pp |
| Annual return | 15.06% | 232464.33%-232449.3pp | 5155.94%-5140.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $5,884 | $2,991+96.7% | $4,695+25.3% | $2,032+189.6% |
| Participant deferral / active EE | $8,494 | $5,394+57.5% | $6,247+36.0% | $3,224+163.5% |
| Admin fee / account holder | $6 | $128-95.3% | $9,243-99.9% | $110-94.5% |