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 8-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 | Shareholder servicing fees; Claims pr... | $15,100 |
LPL FINANCIAL4 years Service code 16 · EIN 95-2834236 | Consulting | $14,003 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,644 | $63,442-45.4% | $68,791-49.6% | $66,914-48.2% |
| Participation rate | 80.0% | 60.0%+20.0pp | 69.0%+11.0pp | 69.8%+10.2pp |
| Annual return | -15.24% | -8.29%-7.0pp | -6.38%-8.9pp | 1.58%-16.8pp |
| Employer contribution / active EE | $969 | $1,775-45.4% | $2,655-63.5% | $2,544-61.9% |
| Participant deferral / active EE | $3,347 | $2,945+13.7% | $3,941-15.1% | $4,237-21.0% |
| Admin fee / account holder | $124 | $577-78.5% | $4,932-97.5% | $593-79.0% |