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 | Float revenue; Investment management;... | $36,105 |
RICHARD J. WOLF & COMPANY2 years Filed as: RICHARD BROTHERS FINANCIAL ADVISORS Service code 16 · EIN 01-0510740 | Consulting | $28,581 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,477 | $81,908-61.6% | $90,749-65.3% | $64,808-51.4% |
| Participation rate | 91.1% | 80.5%+10.6pp | 75.7%+15.4pp | 71.5%+19.6pp |
| Annual return | -15.00% | -12.53%-2.5pp | -12.16%-2.8pp | 32.82%-47.8pp |
| Employer contribution / active EE | $930 | $3,065-69.7% | $2,921-68.2% | $2,506-62.9% |
| Participant deferral / active EE | $2,578 | $4,840-46.7% | $4,564-43.5% | $4,310-40.2% |
| Admin fee / account holder | $177 | $157+12.5% | $8,445-97.9% | $188-5.9% |