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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $66,515 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $294,381 | $95,416+208.5% | $185,823+58.4% | $85,850+242.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.13% | 23.59%-11.5pp | 122.05%-109.9pp | 318.53%-306.4pp |
| Employer contribution / active EE | $7,027 | $3,314+112.0% | $5,167+36.0% | $2,565+173.9% |
| Participant deferral / active EE | $6,441 | $3,423+88.1% | $5,568+15.7% | $3,952+63.0% |
| Admin fee / account holder | $583 | $7,213-91.9% | $16,237-96.4% | $6,260-90.7% |