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 | $63,851 |
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 | $16,045 | $37,196-56.9% | $154,107-89.6% | $55,725-71.2% |
| Participation rate | 76.3% | 64.1%+12.2pp | 83.0%-6.7pp | 70.9%+5.5pp |
| Annual return | -2.38% | 1319.68%-1322.1pp | 735.12%-737.5pp | 244.93%-247.3pp |
| Employer contribution / active EE | $1,166 | $1,614-27.7% | $5,298-78.0% | $2,078-43.9% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $70 | $102-31.1% | $13,411-99.5% | $115-39.3% |