Filed November 26, 2024 (most recent of 3 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 | $61,901 |
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 | $17,140 | $46,173-62.9% | $170,442-89.9% | $69,631-75.4% |
| Participation rate | 81.3% | 63.9%+17.4pp | 83.6%-2.3pp | 70.7%+10.6pp |
| Annual return | 9.37% | 21.62%-12.3pp | 205.93%-196.6pp | 27571.02%-27561.7pp |
| Employer contribution / active EE | $1,169 | $1,610-27.4% | $5,433-78.5% | $2,032-42.5% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $65 | $116-44.2% | $13,880-99.5% | $110-41.4% |