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 | $136,598 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,354 | $56,095-67.3% | $178,490-89.7% | $90,288-79.7% |
| Participation rate | 79.8% | 65.6%+14.2pp | 81.9%-2.2pp | 73.4%+6.4pp |
| Annual return | 12.65% | 28.81%-16.2pp | 151.07%-138.4pp | 53.97%-41.3pp |
| Employer contribution / active EE | $2,173 | $1,572+38.2% | $5,011-56.6% | $2,524-13.9% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $32 | $101-68.3% | $13,984-99.8% | $114-72.0% |