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 |
|---|---|---|
KIDDER BENEFITS2 years Filed as: KIDDER ADVISORS Service code 27 · EIN 59-3331424 | Advisory (Plan) | $75,000 |
WARNER FINANCIAL, INC.5 years Service code 27 · EIN 20-2676231 | Advisory (Plan) | $50,000 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Par... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,391 | $99,078+20.5% | $96,544+23.7% | $74,419+60.4% |
| Participation rate | 85.4% | 80.7%+4.7pp | 76.0%+9.4pp | 70.7%+14.6pp |
| Annual return | 22.90% | 22.48%+0.4pp | 25.84%-2.9pp | 34.38%-11.5pp |
| Employer contribution / active EE | $7,762 | $2,570+202.0% | $2,965+161.8% | $2,637+194.3% |
| Participant deferral / active EE | $11,118 | $4,933+125.4% | $4,851+129.2% | $4,528+145.5% |
| Admin fee / account holder | $247 | $225+10.0% | $8,252-97.0% | $348-28.9% |