Filed October 1, 2021 (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 | $20,629 | $60,795-66.1% | $69,455-70.3% | $65,185-68.4% |
| Participation rate | 98.3% | 74.9%+23.4pp | 74.6%+23.7pp | 70.2%+28.1pp |
| Annual return | 15.81% | 17.46%-1.6pp | 28.97%-13.2pp | 29.38%-13.6pp |
| Employer contribution / active EE | $3,810 | $2,452+55.4% | $2,779+37.1% | $2,177+75.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,535-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |