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 |
|---|---|---|
HALLIDAY FINANCIAL LLC2 years Service code 55 725 GLEN COVE AVE · GLEN HEAD, NY 11545 | Other Commissions | $127,191 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,331 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,170 | $71,142+38.0% | $119,609-17.9% | $64,808+51.5% |
| Participation rate | 95.9% | 78.6%+17.3pp | 79.3%+16.6pp | 71.5%+24.4pp |
| Annual return | -17.28% | -10.01%-7.3pp | -14.97%-2.3pp | 32.82%-50.1pp |
| Employer contribution / active EE | $1,953 | $2,497-21.8% | $4,232-53.9% | $2,506-22.1% |
| Participant deferral / active EE | $5,671 | $4,490+26.3% | $5,602+1.2% | $4,310+31.6% |
| Admin fee / account holder | $21 | $162-87.2% | $10,323-99.8% | $188-89.0% |