Filed November 17, 2022 (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.
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 | $54,807 | $56,443-2.9% | $83,848-34.6% | $55,725-1.6% |
| Participation rate | 95.8% | 72.0%+23.8pp | 76.1%+19.6pp | 70.9%+24.9pp |
| Annual return | 16.61% | 393.67%-377.1pp | 850.88%-834.3pp | 244.93%-228.3pp |
| Employer contribution / active EE | $2,764 | $2,682+3.1% | $3,631-23.9% | $2,078+33.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |