Filed October 20, 2020 (most recent of 3 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 |
|---|---|---|
PROEQUITIES INC3+ years Service code 55 · EIN 63-0879387 | Other Commissions | $11,945 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,840 |
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 | $26,979 | $80,753-66.6% | $136,294-80.2% | $62,292-56.7% |
| Participation rate | 92.0% | 73.5%+18.5pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 17.77% | 35.83%-18.1pp | 5155.94%-5138.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $857 | $2,884-70.3% | $4,695-81.8% | $2,042-58.0% |
| Participant deferral / active EE | $4,232 | $5,164-18.1% | $6,247-32.3% | $3,169+33.5% |
| Admin fee / account holder | $15 | $525-97.2% | $9,243-99.8% | $479-96.9% |