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 8-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 | Recordkeeping fees; Participant commu... | $107,034 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $158,937 | $89,588+77.4% | $136,007+16.9% | $77,643+104.7% |
| Participation rate | 86.2% | 74.3%+11.9pp | 76.5%+9.7pp | 70.6%+15.6pp |
| Annual return | 22.14% | 17.42%+4.7pp | 579.32%-557.2pp | 31.24%-9.1pp |
| Employer contribution / active EE | $3,602 | $3,491+3.2% | $4,217-14.6% | $2,726+32.1% |
| Participant deferral / active EE | $14,664 | $5,591+162.3% | $7,025+108.7% | $4,647+215.5% |
| Admin fee / account holder | $166 | $539-69.2% | $6,858-97.6% | $430-61.4% |