Filed December 9, 2020 (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 3-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 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $4,973 |
Service code 33 · EIN 42-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,376 | $47,126-80.1% | $149,673-93.7% | $74,419-87.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 77.41% | 22.75%+54.7pp | 134.42%-57.0pp | 34.38%+43.0pp |
| Employer contribution / active EE | $1,201 | $1,905-36.9% | $4,818-75.1% | $2,637-54.4% |
| Participant deferral / active EE | $3,519 | $2,728+29.0% | $5,680-38.1% | $4,528-22.3% |
| Admin fee / account holder | $15 | $343-95.5% | $13,210-99.9% | $348-95.6% |