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 | Participant communication; Sales load... | $68,915 |
NATIONAL FINANCIAL SERVICES3+ 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 | $141,281 | $74,552+89.5% | $62,995+124.3% | $69,631+102.9% |
| Participation rate | 90.5% | 78.3%+12.3pp | 74.8%+15.7pp | 70.7%+19.8pp |
| Annual return | 13.51% | 15.77%-2.3pp | 87.57%-74.1pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $2,407 | $2,929-17.8% | $2,759-12.8% | $2,032+18.4% |
| Participant deferral / active EE | $3,394 | $2,974+14.1% | $3,329+1.9% | $3,224+5.3% |
| Admin fee / account holder | $203 | $59+241.3% | $3,600-94.4% | $110+83.6% |