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 | $57,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,911 | $52,293-60.0% | $178,490-88.3% | $73,409-71.5% |
| Participation rate | 42.7% | 65.3%-22.7pp | 81.9%-39.3pp | 72.2%-29.5pp |
| Annual return | 11.75% | 34.75%-23.0pp | 151.07%-139.3pp | 59.29%-47.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,636 | $2,332-29.8% | $5,202-68.5% | $3,805-57.0% |
| Admin fee / account holder | $93 | $127-26.7% | $13,984-99.3% | $158-40.8% |