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 | Direct payment from the plan; Sales l... | $158,521 |
NATIONAL FINANCIAL SERVICES7+ 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 | $111,030 | $144,996-23.4% | $111,297-0.2% | $93,030+19.3% |
| Participation rate | 100.0% | 86.2%+13.8pp | 77.3%+22.7pp | 73.9%+26.1pp |
| Annual return | 13.43% | 18.26%-4.8pp | 54.65%-41.2pp | 158.70%-145.3pp |
| Employer contribution / active EE | $4,379 | $3,056+43.3% | $2,731+60.3% | $2,706+61.8% |
| Participant deferral / active EE | $5,030 | $5,587-10.0% | $4,487+12.1% | $4,562+10.3% |
| Admin fee / account holder | $54 | $103-47.9% | $7,964-99.3% | $152-64.4% |