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 | Recordkeeping and information managem... | $137,924 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,394 | $62,544-45.0% | $129,207-73.4% | $199,593-82.8% |
| Participation rate | 99.6% | 56.8%+42.8pp | 69.6%+29.9pp | 72.0%+27.6pp |
| Annual return | 14.70% | 16.95%-2.3pp | 9417.33%-9402.6pp | 34.25%-19.6pp |
| Employer contribution / active EE | $1,140 | $2,394-52.4% | $4,153-72.6% | $3,034-62.4% |
| Participant deferral / active EE | $2,016 | $3,123-35.5% | $4,168-51.6% | $5,087-60.4% |
| Admin fee / account holder | $78 | $167-53.5% | $7,715-99.0% | $269-71.1% |