Filed May 14, 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 60 · EIN 04-2647786 | Sub-TA Fees | $1,100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,092 | $57,921-67.0% | $84,750-77.5% | $57,658-66.9% |
| Participation rate | 79.0% | 72.9%+6.1pp | 76.6%+2.4pp | 70.2%+8.8pp |
| Annual return | 8.65% | 10.24%-1.6pp | 22.78%-14.1pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,354 | $2,598-47.9% | $3,574-62.1% | $1,974-31.4% |
| Participant deferral / active EE | $2,475 | $2,742-9.7% | $3,712-33.3% | $3,061-19.1% |
| Admin fee / account holder | $3 | $130-97.6% | $5,332-99.9% | $95-96.8% |