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; Partici... | $27,728 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,776 | $185,342-70.4% | $111,297-50.8% | $86,799-36.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 11.70% | 500.80%-489.1pp | 54.65%-42.9pp | 97.91%-86.2pp |
| Employer contribution / active EE | $1,816 | $2,246-19.2% | $2,731-33.5% | $2,405-24.5% |
| Participant deferral / active EE | $4,367 | $4,458-2.0% | $4,487-2.7% | $4,131+5.7% |
| Admin fee / account holder | $113 | $255-55.8% | $7,964-98.6% | $170-33.4% |