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 | $96,268 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,263 | $50,127-49.6% | $149,673-83.1% | $80,160-68.5% |
| Participation rate | 76.0% | 64.3%+11.8pp | 78.8%-2.7pp | 72.9%+3.1pp |
| Annual return | 18.02% | 29.82%-11.8pp | 134.42%-116.4pp | 40.38%-22.4pp |
| Employer contribution / active EE | $2,248 | $1,865+20.6% | $4,818-53.3% | $2,978-24.5% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $23 | $153-84.8% | $13,210-99.8% | $145-84.0% |