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 |
|---|---|---|
NADLER FINANCIAL GROUP, INC.4 years Filed as: NADLER FINANCIAL GROUP Service code 27 · EIN 36-4156113 | Advisory (Plan) | $25,473 |
Filed as: FIDELITY INVESTMENTS INS. OPER. CO Service code 37 · EIN 04-2647786 | Loan Processing | $25,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,767 | $65,908-60.9% | $81,812-68.5% | $77,643-66.8% |
| Participation rate | 82.6% | 65.8%+16.8pp | 72.3%+10.3pp | 70.6%+12.0pp |
| Annual return | 18.54% | 26.64%-8.1pp | 773.79%-755.2pp | 31.24%-12.7pp |
| Employer contribution / active EE | $1,361 | $2,370-42.6% | $2,912-53.3% | $2,726-50.1% |
| Participant deferral / active EE | $1,552 | $3,505-55.7% | $4,319-64.1% | $4,647-66.6% |
| Admin fee / account holder | $144 | $526-72.6% | $7,386-98.0% | $430-66.5% |