Filed July 19, 2022
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 | $300 |
Annual investment return 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 | $65,999 | $50,464+30.8% | $75,781-12.9% | $52,331+26.1% |
| Participation rate | 83.5% | 66.8%+16.7pp | 75.8%+7.7pp | 68.1%+15.4pp |
| Annual return | -3.64% | 1.03%-4.7pp | 9.68%-13.3pp | 4.54%-8.2pp |
| Employer contribution / active EE | $5,235 | $1,988+163.3% | $3,323+57.5% | $1,882+178.2% |
| Participant deferral / active EE | $4,159 | $2,570+61.8% | $3,651+13.9% | $3,022+37.6% |
| Admin fee / account holder | $142 | $1,103-87.1% | $5,299-97.3% | $592-76.0% |