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 | $206,249 |
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 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 | $56,129 | $47,456+18.3% | $172,739-67.5% | $77,787-27.8% |
| Participation rate | 56.9% | 66.3%-9.4pp | 82.6%-25.8pp | 73.2%-16.4pp |
| Annual return | 17.44% | 35.57%-18.1pp | 802.84%-785.4pp | 32.57%-15.1pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,500 | $2,560-2.3% | $5,198-51.9% | $3,967-37.0% |
| Admin fee / account holder | $69 | $81-14.1% | $13,954-99.5% | $100-30.6% |