See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL ADVISORS LLC2 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,100 |
Annual investment return 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 | $190,948 | $96,484+97.9% | $156,263+22.2% | $74,304+157.0% |
| Participation rate | 92.1% | 67.7%+24.4pp | 78.9%+13.2pp | 60.3%+31.8pp |
| Annual return | 12.79% | 17.73%-4.9pp | 59.47%-46.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,681 | $2,528-33.5% | $4,333-61.2% | $2,241-25.0% |
| Participant deferral / active EE | $5,362 | $4,286+25.1% | $6,158-12.9% | $3,767+42.3% |
| Admin fee / account holder | $130 | $3,728-96.5% | $14,255-99.1% | $2,969-95.6% |