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 | Claims processing; Distribution (12b-... | $166,825 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,259 | $130,141-63.7% | $86,677-45.5% | $77,904-39.3% |
| Participation rate | 98.9% | 85.9%+13.0pp | 76.6%+22.3pp | 73.7%+25.2pp |
| Annual return | -16.47% | -12.75%-3.7pp | 35.91%-52.4pp | 12.21%-28.7pp |
| Employer contribution / active EE | $2,449 | $3,220-24.0% | $2,836-13.7% | $2,848-14.0% |
| Participant deferral / active EE | $5,402 | $5,757-6.2% | $4,656+16.0% | $4,806+12.4% |
| Admin fee / account holder | $79 | $132-39.9% | $7,493-98.9% | $133-40.3% |