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 | $189,769 |
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 | $16,305 | $45,382-64.1% | $154,107-89.4% | $75,289-78.3% |
| Participation rate | 99.0% | 65.9%+33.1pp | 83.0%+16.0pp | 72.4%+26.6pp |
| Annual return | -5.24% | -0.47%-4.8pp | 735.12%-740.4pp | -0.04%-5.2pp |
| Employer contribution / active EE | $2,634 | $1,533+71.8% | $5,298-50.3% | $2,405+9.5% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $36 | $89-59.3% | $13,411-99.7% | $102-64.5% |