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 | $199,567 |
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 | $23,239 | $56,095-58.6% | $178,490-87.0% | $90,288-74.3% |
| Participation rate | 80.8% | 65.6%+15.2pp | 81.9%-1.1pp | 73.4%+7.4pp |
| Annual return | 13.34% | 28.81%-15.5pp | 151.07%-137.7pp | 53.97%-40.6pp |
| Employer contribution / active EE | $355 | $1,572-77.4% | $5,011-92.9% | $2,524-85.9% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $39 | $101-61.3% | $13,984-99.7% | $114-65.9% |