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 60 · EIN 04-2647786 | Sub-TA Fees | $20,307 |
BNA WEALTH5 years Filed as: BNA WEALTH INC Service code 27 · EIN 56-1902157 | Advisory (Plan) | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,559 | $102,317+24.7% | $146,958-13.2% | $80,856+57.8% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.2%+13.6pp | 67.6%+28.2pp |
| Annual return | 12.50% | 134.76%-122.3pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $7,527 | $3,713+102.7% | $4,933+52.6% | $2,755+173.2% |
| Participant deferral / active EE | $19,018 | $6,644+186.3% | $8,070+135.7% | $4,296+342.7% |
| Admin fee / account holder | $126 | $7,941-98.4% | $12,998-99.0% | $6,918-98.2% |