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 | Claims processing; Distribution (12b-... | $68,186 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $422 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,203 | $75,183+260.7% | $123,892+118.9% | $55,167+391.6% |
| Participation rate | 94.0% | 72.8%+21.2pp | 81.4%+12.6pp | 69.0%+25.1pp |
| Annual return | 7.87% | 19.01%-11.1pp | 47.52%-39.6pp | 169.23%-161.4pp |
| Employer contribution / active EE | $5,217 | $2,823+84.8% | $4,617+13.0% | $1,963+165.8% |
| Participant deferral / active EE | $11,014 | $5,084+116.6% | $5,984+84.1% | $3,054+260.6% |
| Admin fee / account holder | $322 | $663-51.5% | $8,357-96.2% | $504-36.2% |