Filed February 7, 2023 (most recent of 6 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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $1,225 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,307 | $53,925-64.2% | $75,670-74.5% | $69,631-72.3% |
| Participation rate | 97.2% | 71.2%+26.0pp | 72.3%+24.8pp | 70.7%+26.5pp |
| Annual return | 17.31% | 17.84%-0.5pp | 27.34%-10.0pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $4,442 | $1,802+146.5% | $2,352+88.9% | $2,032+118.6% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,142-100.0% | $3,224-100.0% |
| Admin fee / account holder | $1 | $97-98.8% | $5,800-100.0% | $110-99.0% |