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 | Investment management; Finders' fees ... | $18,033 |
INDEP FINANCIAL SERVICES3 years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $13,859 |
Filed as: ADMIN GROUP DBA TAG RESOURCES Service code 27 · EIN 62-1874769 | Advisory (Plan) | $10,540 |
Filed as: AXA EQUITABLE LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,052 | $67,984-49.9% | $65,493-48.0% | $74,304-54.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 11.44% | 19.87%-8.4pp | 982.45%-971.0pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,059 | $2,491-57.5% | $2,574-58.8% | $2,241-52.7% |
| Participant deferral / active EE | $2,055 | $3,346-38.6% | $3,961-48.1% | $3,767-45.4% |
| Admin fee / account holder | $259 | $1,373-81.1% | $5,028-94.8% | $2,969-91.3% |