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 | $171,802 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,098 | $67,512-62.8% | $185,823-86.5% | $93,030-73.0% |
| Participation rate | 76.4% | 67.1%+9.2pp | 81.7%-5.3pp | 73.9%+2.5pp |
| Annual return | 11.94% | 21.04%-9.1pp | 122.05%-110.1pp | 158.70%-146.8pp |
| Employer contribution / active EE | $3,883 | $1,783+117.8% | $5,167-24.8% | $2,706+43.5% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $44 | $318-86.2% | $16,237-99.7% | $152-71.0% |