Filed March 7, 2025 (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 5-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 | $28,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $33,745 | $37,213-9.3% | $156,549-78.4% | $63,975-47.3% |
| Participation rate | 67.5% | 65.0%+2.5pp | 84.0%-16.5pp | 71.1%-3.6pp |
| Annual return | 9.69% | 47.89%-38.2pp | 32.23%-22.5pp | 48.65%-39.0pp |
| Employer contribution / active EE | $2,520 | $1,357+85.7% | $5,501-54.2% | $2,182+15.5% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $28 | $56-50.1% | $13,027-99.8% | $70-60.1% |