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 |
|---|---|---|
NATIONAL FINANCIAL SERVICES3 years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; In... | $103,802 |
SB & COMPANY, LLC2 years Service code 10 · EIN 20-2153727 | Accounting | $6,450 |
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 | $30,891 | $45,382-31.9% | $154,107-80.0% | $75,289-59.0% |
| Participation rate | 94.0% | 65.9%+28.1pp | 83.0%+10.9pp | 72.4%+21.5pp |
| Annual return | -3.43% | -0.47%-3.0pp | 735.12%-738.6pp | -0.04%-3.4pp |
| Employer contribution / active EE | $2,173 | $1,533+41.7% | $5,298-59.0% | $2,405-9.7% |
| Participant deferral / active EE | $3,821 | $2,384+60.3% | $5,081-24.8% | $3,739+2.2% |
| Admin fee / account holder | $24 | $89-73.6% | $13,411-99.8% | $102-77.0% |