Filed July 14, 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 | $91,549 | $95,542-4.2% | $69,455+31.8% | $67,579+35.5% |
| Participation rate | 96.0% | 79.4%+16.7pp | 74.6%+21.4pp | 71.3%+24.7pp |
| Annual return | 19.09% | 17.67%+1.4pp | 28.97%-9.9pp | 378.56%-359.5pp |
| Employer contribution / active EE | $3,160 | $2,989+5.7% | $2,779+13.7% | $2,148+47.2% |
| Participant deferral / active EE | $4,656 | $3,263+42.7% | $3,535+31.7% | $3,539+31.6% |
| Admin fee / account holder | $34 | $90-62.3% | $3,839-99.1% | $142-76.2% |