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 | $4,180 |
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 | $131,588 | $60,795+116.4% | $69,455+89.5% | $65,185+101.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 7.41% | 17.46%-10.0pp | 28.97%-21.6pp | 29.38%-22.0pp |
| Employer contribution / active EE | $7,246 | $2,452+195.5% | $2,779+160.7% | $2,177+232.9% |
| Participant deferral / active EE | $4,790 | $3,162+51.5% | $3,535+35.5% | $3,514+36.3% |
| Admin fee / account holder | $22 | $314-93.1% | $3,839-99.4% | $847-97.4% |