Filed June 30, 2023
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 52 · EIN 04-1590850 | Indirect Investment Fees | $43,314 |
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 | $98,725 | $32,425+204.5% | $74,583+32.4% | $55,167+79.0% |
| Participation rate | 98.3% | 54.0%+44.3pp | 68.1%+30.2pp | 69.0%+29.3pp |
| Annual return | 9.52% | 10.63%-1.1pp | 20.47%-10.9pp | 169.23%-159.7pp |
| Employer contribution / active EE | $4,605 | $1,043+341.3% | $2,525+82.4% | $1,963+134.6% |
| Participant deferral / active EE | $5,533 | $1,995+177.4% | $3,458+60.0% | $3,054+81.2% |
| Admin fee / account holder | $171 | $748-77.1% | $4,138-95.9% | $504-66.0% |