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 13-3689044 | Investment management; Sales loads (f... | $15,777 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,486 | $59,417-73.9% | $93,606-83.5% | $74,495-79.2% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 16.24% | 81.83%-65.6pp | 133.20%-117.0pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $728 | $1,264-42.4% | $2,420-69.9% | $2,623-72.2% |
| Participant deferral / active EE | $2,184 | $3,050-28.4% | $4,411-50.5% | $4,346-49.7% |
| Admin fee / account holder | $106 | $3,021-96.5% | $8,285-98.7% | $1,942-94.6% |