Filed June 15, 2021 (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 9-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; Recor... | $310,920 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $750 |
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 | $58,267 | $45,382+28.4% | $154,107-62.2% | $75,289-22.6% |
| Participation rate | 90.0% | 65.9%+24.1pp | 83.0%+7.0pp | 72.4%+17.6pp |
| Annual return | -5.21% | -0.47%-4.7pp | 735.12%-740.3pp | -0.04%-5.2pp |
| Employer contribution / active EE | $3,050 | $1,533+99.0% | $5,298-42.4% | $2,405+26.8% |
| Participant deferral / active EE | $4,597 | $2,384+92.8% | $5,081-9.5% | $3,739+23.0% |
| Admin fee / account holder | $94 | $89+5.2% | $13,411-99.3% | $102-8.2% |