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 | Float revenue; Claims processing; Sha... | $161,026 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $25,414 | $53,911-52.9% | $130,648-80.5% | $77,787-67.3% |
| Participation rate | 95.2% | 60.2%+34.9pp | 71.7%+23.4pp | 73.2%+22.0pp |
| Annual return | 22.67% | 21.93%+0.7pp | 1708.96%-1686.3pp | 32.57%-9.9pp |
| Employer contribution / active EE | $872 | $1,826-52.2% | $4,092-78.7% | $2,504-65.2% |
| Participant deferral / active EE | $1,375 | $2,288-39.9% | $3,603-61.8% | $3,967-65.4% |
| Admin fee / account holder | $73 | $129-43.4% | $5,464-98.7% | $100-27.2% |