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 | Investment management; Sales loads (f... | $57,276 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $90,465 | $52,670+71.8% | $90,404+0.1% | $73,409+23.2% |
| Participation rate | 94.6% | 67.7%+26.9pp | 72.7%+21.9pp | 72.2%+22.4pp |
| Annual return | 11.88% | 20.70%-8.8pp | 1293.02%-1281.1pp | 59.29%-47.4pp |
| Employer contribution / active EE | $3,868 | $1,872+106.7% | $3,262+18.6% | $2,234+73.2% |
| Participant deferral / active EE | $6,413 | $2,807+128.5% | $3,963+61.8% | $3,805+68.5% |
| Admin fee / account holder | $139 | $117+19.1% | $5,611-97.5% | $158-11.9% |