Filed June 22, 2022 (most recent of 3 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 | $78,865 | $67,166+17.4% | $57,343+37.5% | $55,191+42.9% |
| Participation rate | 95.9% | 77.7%+18.2pp | 75.1%+20.8pp | 69.2%+26.8pp |
| Annual return | 2.81% | 4.22%-1.4pp | 24.39%-21.6pp | 10.78%-8.0pp |
| Employer contribution / active EE | $4,650 | $2,812+65.4% | $2,689+73.0% | $1,899+144.9% |
| Participant deferral / active EE | $4,487 | $2,835+58.3% | $3,162+41.9% | $3,046+47.3% |
| Admin fee / account holder | $43 | $44-0.6% | $3,356-98.7% | $91-52.3% |