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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 |
|---|---|---|
ANTHEM FINANCIAL SERVICES3 years Service code 99 · EIN 27-2998861 | Other Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,559 | $51,620+56.1% | $90,281-10.8% | $65,185+23.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 30.94% | 24.94%+6.0pp | 78.10%-47.2pp | 29.38%+1.6pp |
| Employer contribution / active EE | $10,822 | $2,235+384.3% | $2,854+279.1% | $2,177+397.2% |
| Participant deferral / active EE | $8,588 | $2,871+199.2% | $3,885+121.0% | $3,514+144.4% |
| Admin fee / account holder | $7 | $384-98.2% | $5,351-99.9% | $847-99.2% |