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 | Recordkeeping fees; Distribution (12b... | $33,370 |
RICHARD J. WOLF & COMPANY3 years Filed as: RICHARD BROTHERS FINANCIAL ADVISORS Service code 16 · EIN 01-0510740 | Consulting | $28,159 |
ALBIN RANDALL & BENNETT1 year Filed as: ALBIN, RANDALL & BENNETT Service code 10 · EIN 01-0448006 | Accounting | $8,000 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,559 | $84,784-58.1% | $98,439-63.9% | $74,419-52.2% |
| Participation rate | 90.6% | 81.5%+9.0pp | 75.2%+15.4pp | 70.7%+19.8pp |
| Annual return | 15.43% | 20.59%-5.2pp | 21.16%-5.7pp | 34.38%-19.0pp |
| Employer contribution / active EE | $983 | $3,364-70.8% | $3,048-67.7% | $2,637-62.7% |
| Participant deferral / active EE | $2,785 | $5,218-46.6% | $4,738-41.2% | $4,528-38.5% |
| Admin fee / account holder | $192 | $204-6.3% | $8,948-97.9% | $348-44.9% |