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 | $4,005 |
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 | $190,725 | $74,706+155.3% | $75,696+152.0% | $79,386+140.2% |
| Participation rate | 99.3% | 75.3%+24.0pp | 74.8%+24.5pp | 70.7%+28.6pp |
| Annual return | 35.70% | 18.52%+17.2pp | 104.53%-68.8pp | 116.85%-81.1pp |
| Employer contribution / active EE | $7,613 | $2,590+194.0% | $2,743+177.6% | $2,427+213.6% |
| Participant deferral / active EE | $5,468 | $3,533+54.8% | $3,821+43.1% | $4,046+35.2% |
| Admin fee / account holder | $21 | $374-94.4% | $3,619-99.4% | $626-96.6% |