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 | Participant communication; Direct pay... | $65,513 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $237,471 | $99,957+137.6% | $149,696+58.6% | $73,488+223.1% |
| Participation rate | 98.0% | 75.7%+22.3pp | 82.5%+15.5pp | 70.7%+27.3pp |
| Annual return | 18.46% | 53.87%-35.4pp | 276.60%-258.1pp | 28.51%-10.1pp |
| Employer contribution / active EE | $5,916 | $3,191+85.4% | $4,644+27.4% | $2,270+160.6% |
| Participant deferral / active EE | $9,118 | $6,073+50.1% | $6,842+33.3% | $3,740+143.8% |
| Admin fee / account holder | $213 | $551-61.2% | $9,309-97.7% | $513-58.4% |