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 fees; Recordkeeping and... | $137,339 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $30,639 | $53,932-43.2% | $134,143-77.2% | $90,288-66.1% |
| Participation rate | 95.3% | 60.4%+34.9pp | 72.2%+23.1pp | 73.4%+21.9pp |
| Annual return | 12.45% | 23.16%-10.7pp | 36.33%-23.9pp | 53.97%-41.5pp |
| Employer contribution / active EE | $1,017 | $1,611-36.8% | $3,704-72.5% | $2,524-59.7% |
| Participant deferral / active EE | $1,731 | $2,432-28.8% | $3,499-50.5% | $4,232-59.1% |
| Admin fee / account holder | $81 | $104-22.0% | $6,684-98.8% | $114-29.1% |