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 |
|---|---|---|
Service code 16 · EIN 47-1411118 | Consulting | $113,873 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $96,281 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,885 | $56,485+2.5% | $185,823-68.8% | $86,799-33.3% |
| Participation rate | 75.8% | 65.5%+10.4pp | 81.7%-5.9pp | 72.3%+3.6pp |
| Annual return | 14.29% | 118.04%-103.7pp | 122.05%-107.8pp | 97.91%-83.6pp |
| Employer contribution / active EE | $2,712 | $1,843+47.2% | $5,167-47.5% | $2,405+12.7% |
| Participant deferral / active EE | $4,045 | $2,553+58.4% | $5,568-27.3% | $4,131-2.1% |
| Admin fee / account holder | $201 | $150+34.7% | $16,237-98.8% | $170+18.8% |