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 | Direct payment from the plan; Distrib... | $363,836 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $45,000 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $43,539 | $58,644-25.8% | $177,989-75.5% | $199,593-78.2% |
| Participation rate | 94.6% | 65.5%+29.1pp | 77.1%+17.5pp | 72.0%+22.6pp |
| Annual return | 15.52% | 19.25%-3.7pp | 294.48%-279.0pp | 34.25%-18.7pp |
| Employer contribution / active EE | $1,793 | $1,801-0.5% | $3,949-54.6% | $3,034-40.9% |
| Participant deferral / active EE | $8,107 | $4,248+90.9% | $6,276+29.2% | $5,087+59.4% |
| Admin fee / account holder | $80 | $145-45.1% | $10,363-99.2% | $269-70.3% |