Filed May 11, 2022 (most recent of 4 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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $132,962 |
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 | $15,753 | $37,213-57.7% | $156,549-89.9% | $63,975-75.4% |
| Participation rate | 98.0% | 65.0%+33.0pp | 84.0%+14.0pp | 71.1%+26.9pp |
| Annual return | 9.39% | 47.89%-38.5pp | 32.23%-22.8pp | 48.65%-39.3pp |
| Employer contribution / active EE | $2,442 | $1,357+80.0% | $5,501-55.6% | $2,182+11.9% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $32 | $56-42.9% | $13,027-99.8% | $70-54.4% |