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 | $3,955 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,254 | $60,989+166.0% | $60,874+166.5% | $66,914+142.5% |
| Participation rate | 93.9% | 74.5%+19.4pp | 73.1%+20.8pp | 69.8%+24.1pp |
| Annual return | -16.87% | -9.60%-7.3pp | 16.90%-33.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $7,895 | $2,661+196.7% | $2,701+192.2% | $2,544+210.3% |
| Participant deferral / active EE | $5,997 | $3,615+65.9% | $3,817+57.1% | $4,237+41.5% |
| Admin fee / account holder | $20 | $338-94.0% | $3,224-99.4% | $593-96.6% |