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 | $55,041 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,061 | $62,928-82.4% | $172,739-93.6% | $67,579-83.6% |
| Participation rate | 78.0% | 64.5%+13.5pp | 82.6%-4.6pp | 71.3%+6.7pp |
| Annual return | 17.87% | 30.36%-12.5pp | 802.84%-785.0pp | 378.56%-360.7pp |
| Employer contribution / active EE | $2 | $1,636-99.9% | $5,143-100.0% | $2,148-99.9% |
| Participant deferral / active EE | $1,644 | $2,145-23.4% | $5,198-68.4% | $3,539-53.6% |
| Admin fee / account holder | $54 | $167-67.8% | $13,954-99.6% | $142-62.3% |