Filed January 31, 2024 (most recent of 7 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,274 | $75,760-54.8% | $123,104-72.2% | $59,188-42.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | 6.83% | 2.93%+3.9pp | 13.22%-6.4pp | 5.51%+1.3pp |
| Employer contribution / active EE | $713 | $3,415-79.1% | $5,151-86.2% | $2,098-66.0% |
| Participant deferral / active EE | $3,609 | $5,000-27.8% | $6,230-42.1% | $3,265+10.5% |
| Admin fee / account holder | $5 | $61-91.3% | $9,015-99.9% | $92-94.3% |