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 13-3689004 | Shareholder servicing fees; Finders' ... | $13,572 |
RENAISSANCE1 year Filed as: RENAISSANCE BENEFIT ADVISORS GROUP Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,038 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,758 | $79,428+55.8% | $106,548+16.2% | $79,386+55.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 11.71% | 18.27%-6.6pp | 26.80%-15.1pp | 116.85%-105.1pp |
| Employer contribution / active EE | $3,700 | $2,234+65.6% | $2,819+31.3% | $2,427+52.4% |
| Participant deferral / active EE | $4,405 | $3,823+15.2% | $4,398+0.2% | $4,046+8.9% |
| Admin fee / account holder | $100 | $523-80.9% | $7,407-98.6% | $626-84.0% |