Filed February 2, 2021 (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.
| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY3 years Service code 60 · EIN 58-1392124 | Sub-TA Fees | $8,919 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,758 | $98,982+23.0% | $162,163-24.9% | $65,185+86.8% |
| Participation rate | 95.0% | 85.8%+9.3pp | 87.6%+7.5pp | 70.2%+24.8pp |
| Annual return | 13.70% | 24.84%-11.1pp | 115.59%-101.9pp | 29.38%-15.7pp |
| Employer contribution / active EE | $9,532 | $3,467+175.0% | $5,614+69.8% | $2,177+337.9% |
| Participant deferral / active EE | $3,729 | $5,384-30.7% | $7,298-48.9% | $3,514+6.1% |
| Admin fee / account holder | $11 | $596-98.2% | $10,843-99.9% | $847-98.8% |