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 | $4,345 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,675 | $69,763+181.9% | $67,502+191.4% | $74,495+164.0% |
| Participation rate | 98.2% | 71.4%+26.8pp | 72.9%+25.3pp | 67.2%+31.0pp |
| Annual return | 19.31% | -40.34%+59.7pp | 3512.12%-3492.8pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $8,342 | $2,704+208.5% | $2,731+205.5% | $2,623+218.0% |
| Participant deferral / active EE | $5,721 | $3,636+57.3% | $4,000+43.0% | $4,346+31.6% |
| Admin fee / account holder | $21 | $896-97.7% | $3,998-99.5% | $1,942-98.9% |