Filed June 17, 2025 (most recent of 3 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 52 · EIN 04-1590850 | Indirect Investment Fees | $42,624 |
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 | $38,171 | $36,916+3.4% | $156,549-75.6% | $57,658-33.8% |
| Participation rate | 79.5% | 63.4%+16.1pp | 84.0%-4.5pp | 70.2%+9.3pp |
| Annual return | 5.69% | 12.38%-6.7pp | 32.23%-26.5pp | 5.13%+0.6pp |
| Employer contribution / active EE | $441 | $1,571-71.9% | $5,501-92.0% | $1,974-77.7% |
| Participant deferral / active EE | $2,079 | $1,926+8.0% | $4,871-57.3% | $3,061-32.1% |
| Admin fee / account holder | $49 | $82-40.5% | $13,027-99.6% | $95-48.1% |