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 | Recordkeeping and information managem... | $6,019 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,760 | $55,453-39.1% | $170,442-80.2% | $62,292-45.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.69% | 21.38%-1.7pp | 205.93%-186.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $583 | $2,164-73.1% | $5,433-89.3% | $2,042-71.5% |
| Participant deferral / active EE | $5,552 | $2,303+141.1% | $4,939+12.4% | $3,169+75.2% |
| Admin fee / account holder | $25 | $455-94.5% | $13,880-99.8% | $479-94.7% |