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 & COMPANY4 years Service code 60 · EIN 58-1392124 | Sub-TA Fees | $8,871 |
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,087 | $136,307+8.6% | $177,821-16.7% | $73,488+101.5% |
| Participation rate | 80.4% | 86.1%-5.7pp | 87.7%-7.3pp | 70.7%+9.7pp |
| Annual return | -3.13% | 18.68%-21.8pp | 48.32%-51.5pp | 28.51%-31.6pp |
| Employer contribution / active EE | $9,573 | $3,712+157.9% | $5,918+61.8% | $2,270+321.7% |
| Participant deferral / active EE | $3,946 | $5,829-32.3% | $7,714-48.8% | $3,740+5.5% |
| Admin fee / account holder | $13 | $596-97.8% | $12,427-99.9% | $513-97.4% |