Filed April 18, 2023 (most recent of 9 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 | $65,244 |
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 | $16,379 | $56,095-70.8% | $178,490-90.8% | $90,288-81.9% |
| Participation rate | 85.7% | 65.6%+20.1pp | 81.9%+3.7pp | 73.4%+12.3pp |
| Annual return | 14.62% | 28.81%-14.2pp | 151.07%-136.5pp | 53.97%-39.3pp |
| Employer contribution / active EE | $2,109 | $1,572+34.1% | $5,011-57.9% | $2,524-16.4% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $13 | $101-87.4% | $13,984-99.9% | $114-88.9% |