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 | $76,920 | $78,275-1.7% | $109,143-29.5% | $86,799-11.4% |
| Participation rate | 93.4% | 73.8%+19.6pp | 75.9%+17.5pp | 72.3%+21.1pp |
| Annual return | 26.10% | 19.14%+7.0pp | 25.75%+0.4pp | 97.91%-71.8pp |
| Employer contribution / active EE | $4,471 | $3,105+44.0% | $3,722+20.1% | $2,405+85.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,752-100.0% | $170-100.0% |