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.
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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 |
|---|---|---|
TOLLEY FINANCIAL GROUP, LLC3 years Service code 99 · EIN 81-4773675 | Other Fees | $84,658 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,432 | $119,446-60.3% | $150,045-68.4% | $85,563-44.6% |
| Participation rate | 93.8% | 75.4%+18.4pp | 82.3%+11.5pp | 66.0%+27.9pp |
| Annual return | 21.17% | 23.72%-2.6pp | 62.55%-41.4pp | 31.51%-10.3pp |
| Employer contribution / active EE | $2,788 | $4,078-31.6% | $4,693-40.6% | $2,654+5.1% |
| Participant deferral / active EE | $8,312 | $7,985+4.1% | $7,997+3.9% | $4,375+90.0% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |