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 3-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 | Sales loads (front end and deferred);... | $185,434 |
FRIDAY ELDREDGE & CLARK2+ years Service code 10 · EIN 71-0253637 | Accounting | $18,845 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,336 | $136,853+44.9% | $130,231+52.3% | $80,160+147.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 76.3%+23.7pp | 72.9%+27.1pp |
| Annual return | 16.66% | 22.66%-6.0pp | 38.77%-22.1pp | 40.38%-23.7pp |
| Employer contribution / active EE | $2,365 | $3,395-30.3% | $4,126-42.7% | $2,978-20.6% |
| Participant deferral / active EE | $11,113 | $5,856+89.8% | $6,799+63.5% | $5,017+121.5% |
| Admin fee / account holder | $114 | $184-38.2% | $6,020-98.1% | $145-21.5% |