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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.
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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 | Shareholder servicing fees; Recordkee... | $13,031 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,251 | $121,341+111.2% | $189,513+35.2% | $79,386+222.8% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.8%+9.2pp | 70.7%+26.3pp |
| Annual return | 16.45% | 21.08%-4.6pp | 555.15%-538.7pp | 116.85%-100.4pp |
| Employer contribution / active EE | $7,541 | $3,915+92.6% | $6,162+22.4% | $2,427+210.6% |
| Participant deferral / active EE | $15,079 | $6,395+135.8% | $8,221+83.4% | $4,046+272.7% |
| Admin fee / account holder | $45 | $651-93.1% | $12,045-99.6% | $626-92.8% |