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 | Account maintenance fees; Distributio... | $68,741 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,762 | $79,124-10.6% | $60,874+16.2% | $64,808+9.2% |
| Participation rate | 73.6% | 77.7%-4.1pp | 73.1%+0.5pp | 71.5%+2.2pp |
| Annual return | -13.36% | -7.13%-6.2pp | 16.90%-30.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $2,028 | $3,050-33.5% | $2,701-24.9% | $2,506-19.1% |
| Participant deferral / active EE | $3,028 | $3,725-18.7% | $3,817-20.7% | $4,310-29.8% |
| Admin fee / account holder | $105 | $106-0.8% | $3,224-96.8% | $188-44.2% |