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 | $67,204 |
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 | $21,243 | $46,292-54.1% | $143,757-85.2% | $64,808-67.2% |
| Participation rate | 49.8% | 64.2%-14.5pp | 80.3%-30.6pp | 71.5%-21.7pp |
| Annual return | -12.05% | -10.05%-2.0pp | -0.04%-12.0pp | 32.82%-44.9pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,756 | $2,646-33.6% | $5,637-68.8% | $4,310-59.3% |
| Admin fee / account holder | $110 | $154-28.2% | $14,673-99.2% | $188-41.2% |