Filed September 8, 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 | $87,882 | $89,739-2.1% | $149,718-41.3% | $62,292+41.1% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.29% | 21.01%-1.7pp | 1501.63%-1482.3pp | 28.90%-9.6pp |
| Employer contribution / active EE | $3,701 | $3,233+14.5% | $5,445-32.0% | $2,042+81.2% |
| Participant deferral / active EE | $3,666 | $4,797-23.6% | $6,569-44.2% | $3,169+15.7% |
| Admin fee / account holder | $8 | $551-98.6% | $11,283-99.9% | $479-98.4% |