Filed June 26, 2025 (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 9-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 | $179,979 |
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 | $27,208 | $37,213-26.9% | $156,549-82.6% | $63,975-57.5% |
| Participation rate | 78.7% | 65.0%+13.8pp | 84.0%-5.3pp | 71.1%+7.6pp |
| Annual return | 8.86% | 47.89%-39.0pp | 32.23%-23.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $3,878 | $1,357+185.8% | $5,501-29.5% | $2,182+77.8% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $87 | $56+53.7% | $13,027-99.3% | $70+22.9% |