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 | Distribution (12b-1) fees; Sales load... | $58,036 |
Service code 16 · EIN 04-2670968 | Consulting | $35,000 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,364 | $95,274-4.1% | $135,903-32.8% | $74,419+22.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.87% | 32.77%-16.9pp | 68.23%-52.4pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,937 | $3,874-50.0% | $4,856-60.1% | $2,637-26.6% |
| Participant deferral / active EE | $5,685 | $7,782-26.9% | $7,758-26.7% | $4,528+25.5% |
| Admin fee / account holder | $206 | $266-22.6% | $10,762-98.1% | $348-40.8% |