Filed November 20, 2019 (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 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $46,266 | $98,982-53.3% | $162,163-71.5% | $65,185-29.0% |
| Participation rate | 88.2% | 85.8%+2.5pp | 87.6%+0.7pp | 70.2%+18.0pp |
| Annual return | 26.23% | 24.84%+1.4pp | 115.59%-89.4pp | 29.38%-3.2pp |
| Employer contribution / active EE | $1,983 | $3,467-42.8% | $5,614-64.7% | $2,177-8.9% |
| Participant deferral / active EE | $3,115 | $5,384-42.1% | $7,298-57.3% | $3,514-11.3% |
| Admin fee / account holder | $59 | $596-90.2% | $10,843-99.5% | $847-93.1% |