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 | $82,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,401 | $47,126-52.5% | $149,673-85.0% | $74,419-69.9% |
| Participation rate | 52.7% | 63.4%-10.7pp | 78.8%-26.1pp | 70.7%-18.0pp |
| Annual return | 13.15% | 22.75%-9.6pp | 134.42%-121.3pp | 34.38%-21.2pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,850 | $2,728-32.2% | $5,680-67.4% | $4,528-59.1% |
| Admin fee / account holder | $124 | $343-63.9% | $13,210-99.1% | $348-64.5% |