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 | $138,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,453 | $50,127+46.5% | $149,673-50.9% | $80,160-8.4% |
| Participation rate | 56.3% | 64.3%-8.0pp | 78.8%-22.5pp | 72.9%-16.6pp |
| Annual return | 19.91% | 29.82%-9.9pp | 134.42%-114.5pp | 40.38%-20.5pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $3,280 | $3,194+2.7% | $5,680-42.3% | $5,017-34.6% |
| Admin fee / account holder | $45 | $153-70.5% | $13,210-99.7% | $145-69.0% |