Filed October 24, 2024 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $3,705 |
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 | $118,846 | $55,002+116.1% | $59,878+98.5% | $56,287+111.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 11.98% | 1.13%+10.8pp | 3.46%+8.5pp | -9.96%+21.9pp |
| Employer contribution / active EE | $6,570 | $2,448+168.4% | $2,722+141.4% | $2,111+211.2% |
| Participant deferral / active EE | $4,618 | $3,121+48.0% | $3,402+35.7% | $3,350+37.9% |
| Admin fee / account holder | $19 | $236-91.9% | $3,590-99.5% | $521-96.3% |