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 |
|---|---|---|
GWN SECURITIES, INC10+ years Filed as: GWN SECURITIES INC Service code 55 · EIN 65-0939556 | Other Commissions | $152,841 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,655 |
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 | $77,316 | $122,186-36.7% | $146,958-47.4% | $199,593-61.3% |
| Participation rate | 95.9% | 78.3%+17.6pp | 82.2%+13.7pp | 72.0%+23.9pp |
| Annual return | 17.38% | 30.56%-13.2pp | 418.34%-401.0pp | 34.25%-16.9pp |
| Employer contribution / active EE | $4,298 | $4,093+5.0% | $4,933-12.9% | $3,034+41.7% |
| Participant deferral / active EE | $13,003 | $8,502+52.9% | $8,070+61.1% | $5,087+155.6% |
| Admin fee / account holder | $2 | $179-99.1% | $12,998-100.0% | $269-99.4% |