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 | $204,821 |
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 | $19,239 | $47,456-59.5% | $172,739-88.9% | $77,787-75.3% |
| Participation rate | 99.1% | 66.3%+32.8pp | 82.6%+16.5pp | 73.2%+25.9pp |
| Annual return | 19.47% | 35.57%-16.1pp | 802.84%-783.4pp | 32.57%-13.1pp |
| Employer contribution / active EE | $2,770 | $1,574+76.0% | $5,143-46.1% | $2,504+10.6% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $37 | $81-54.3% | $13,954-99.7% | $100-63.1% |