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 | $163,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,984 | $37,213+39.7% | $156,549-66.8% | $63,975-18.7% |
| Participation rate | 51.2% | 65.0%-13.8pp | 84.0%-32.8pp | 71.1%-19.9pp |
| Annual return | 30.45% | 47.89%-17.4pp | 32.23%-1.8pp | 48.65%-18.2pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,924 | $2,070-7.1% | $4,871-60.5% | $3,356-42.7% |
| Admin fee / account holder | $61 | $56+8.1% | $13,027-99.5% | $70-13.6% |