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 | $104,646 | $102,553+2.0% | $151,611-31.0% | $66,914+56.4% |
| Participation rate | 95.6% | 85.5%+10.1pp | 87.5%+8.1pp | 69.8%+25.8pp |
| Annual return | 1.06% | -10.82%+11.9pp | 3.33%-2.3pp | 1.58%-0.5pp |
| Employer contribution / active EE | $3,855 | $4,180-7.8% | $6,166-37.5% | $2,544+51.5% |
| Participant deferral / active EE | $4,794 | $6,641-27.8% | $8,363-42.7% | $4,237+13.2% |
| Admin fee / account holder | $16 | $630-97.4% | $11,616-99.9% | $593-97.3% |