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 | $200,059 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,852 | $45,382+12.1% | $154,107-67.0% | $75,289-32.5% |
| Participation rate | 55.0% | 65.9%-10.9pp | 83.0%-28.0pp | 72.4%-17.4pp |
| Annual return | -2.79% | -0.47%-2.3pp | 735.12%-737.9pp | -0.04%-2.8pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,270 | $2,384-4.8% | $5,081-55.3% | $3,739-39.3% |
| Admin fee / account holder | $70 | $89-21.3% | $13,411-99.5% | $102-31.3% |