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 | $72,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,871 | $56,485-59.5% | $185,823-87.7% | $86,799-73.7% |
| Participation rate | 52.6% | 65.5%-12.9pp | 81.7%-29.1pp | 72.3%-19.7pp |
| Annual return | 12.61% | 118.04%-105.4pp | 122.05%-109.4pp | 97.91%-85.3pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,802 | $2,553-29.4% | $5,568-67.6% | $4,131-56.4% |
| Admin fee / account holder | $117 | $150-22.0% | $16,237-99.3% | $170-31.2% |