Filed March 17, 2022 (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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,221 | $126,925+95.6% | $74,183+234.6% | $329,111-24.6% |
| Participation rate | 98.9% | 87.5%+11.3pp | 76.6%+22.3pp | 67.9%+31.0pp |
| Annual return | 7.32% | 10.67%-3.3pp | 17.74%-10.4pp | 16.35%-9.0pp |
| Employer contribution / active EE | $10,105 | $3,536+185.7% | $2,370+326.4% | $2,303+338.7% |
| Participant deferral / active EE | $11,703 | $6,619+76.8% | $3,550+229.7% | $3,682+217.9% |
| Admin fee / account holder | $0 | $64-100.0% | $5,586-100.0% | $754-100.0% |