Filed February 18, 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 | $75 |
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 | $66,434 | $80,177-17.1% | $123,892-46.4% | $57,658+15.2% |
| Participation rate | 87.0% | 74.4%+12.6pp | 81.4%+5.6pp | 70.2%+16.8pp |
| Annual return | 23.06% | 17.90%+5.2pp | 47.52%-24.5pp | 5.13%+17.9pp |
| Employer contribution / active EE | $3,039 | $2,913+4.3% | $4,617-34.2% | $1,974+53.9% |
| Participant deferral / active EE | $9,542 | $5,130+86.0% | $5,984+59.5% | $3,061+211.8% |
| Admin fee / account holder | $1 | $106-99.4% | $8,357-100.0% | $95-99.3% |