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 | $228,931 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,995 | $56,095-39.4% | $178,490-81.0% | $90,288-62.3% |
| Participation rate | 75.4% | 65.6%+9.8pp | 81.9%-6.5pp | 73.4%+2.0pp |
| Annual return | 16.70% | 28.81%-12.1pp | 151.07%-134.4pp | 53.97%-37.3pp |
| Employer contribution / active EE | -$287 | $1,572-118.3% | $5,011-105.7% | $2,524-111.4% |
| Participant deferral / active EE | $9,673 | $2,669+262.4% | $5,202+86.0% | $4,232+128.5% |
| Admin fee / account holder | $61 | $101-39.5% | $13,984-99.6% | $114-46.6% |