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 |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Service code 55 · EIN 13-4078005 | Other Commissions | $55,361 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $11,500 |
OSAIC WEALTH INC2 years Filed as: OSAIC FA INC Service code 55 · EIN 35-1151034 | Other Commissions | $4,457 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,722 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,602 | $100,923+77.0% | $150,045+19.0% | $74,304+140.4% |
| Participation rate | 98.6% | 70.1%+28.5pp | 82.3%+16.3pp | 60.3%+38.2pp |
| Annual return | 18.47% | 51.77%-33.3pp | 62.55%-44.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $6,657 | $3,463+92.2% | $4,693+41.9% | $2,241+197.0% |
| Participant deferral / active EE | $16,974 | $6,709+153.0% | $7,997+112.3% | $3,767+350.6% |
| Admin fee / account holder | $73 | $2,767-97.4% | $13,435-99.5% | $2,969-97.5% |