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 | $164,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,226 | $45,000+29.4% | $143,757-59.5% | $77,904-25.3% |
| Participation rate | 58.8% | 66.8%-8.0pp | 80.3%-21.5pp | 73.7%-14.9pp |
| Annual return | -12.91% | 29.03%-41.9pp | -0.04%-12.9pp | 12.21%-25.1pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $3,254 | $3,157+3.1% | $5,637-42.3% | $4,806-32.3% |
| Admin fee / account holder | $51 | $98-48.0% | $14,673-99.7% | $133-61.4% |