Filed December 2, 2020 (most recent of 9 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 | $81,587 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,408 | $44,989-70.2% | $170,442-92.1% | $77,958-82.8% |
| Participation rate | 81.0% | 64.6%+16.4pp | 83.6%-2.6pp | 71.6%+9.4pp |
| Annual return | 16.33% | 19.61%-3.3pp | 205.93%-189.6pp | 20.87%-4.5pp |
| Employer contribution / active EE | $1,974 | $1,466+34.7% | $5,433-63.7% | $2,310-14.5% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $25 | $69-63.6% | $13,880-99.8% | $97-74.2% |