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; Direct payment fro... | $99,975 |
NATIONAL FINANCIAL SERVICES9+ 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 | $54,140 | $104,697-48.3% | $96,544-43.9% | $80,160-32.5% |
| Participation rate | 98.4% | 86.4%+12.0pp | 76.0%+22.4pp | 72.9%+25.5pp |
| Annual return | 18.42% | 21.78%-3.4pp | 25.84%-7.4pp | 40.38%-22.0pp |
| Employer contribution / active EE | $2,163 | $3,536-38.8% | $2,965-27.0% | $2,978-27.3% |
| Participant deferral / active EE | $5,246 | $6,188-15.2% | $4,851+8.1% | $5,017+4.6% |
| Admin fee / account holder | $46 | $107-57.1% | $8,252-99.4% | $145-68.4% |