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 | Shareholder servicing fees; Sales loa... | $108,876 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,816 | $127,481-81.3% | $149,696-84.1% | $90,288-73.6% |
| Participation rate | 98.1% | 78.2%+19.8pp | 82.5%+15.6pp | 73.4%+24.7pp |
| Annual return | 15.34% | 57.78%-42.4pp | 276.60%-261.3pp | 53.97%-38.6pp |
| Employer contribution / active EE | $1,849 | $3,448-46.4% | $4,644-60.2% | $2,524-26.7% |
| Participant deferral / active EE | $1,671 | $6,975-76.0% | $6,842-75.6% | $4,232-60.5% |
| Admin fee / account holder | $55 | $152-63.5% | $9,309-99.4% | $114-51.5% |