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 | $4,405 |
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 | $137,709 | $65,322+110.8% | $70,449+95.5% | $73,488+87.4% |
| Participation rate | 98.6% | 77.0%+21.7pp | 75.1%+23.6pp | 70.7%+28.0pp |
| Annual return | 7.35% | 15.71%-8.4pp | 109.03%-101.7pp | 28.51%-21.2pp |
| Employer contribution / active EE | $7,206 | $2,460+193.0% | $2,737+163.3% | $2,270+217.4% |
| Participant deferral / active EE | $5,069 | $3,375+50.2% | $3,709+36.7% | $3,740+35.5% |
| Admin fee / account holder | $22 | $214-89.5% | $3,845-99.4% | $513-95.6% |