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 4-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 13-3368904 | Investment management; Sales loads (f... | $11,320 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant 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 | $52,276 | $122,239-57.2% | $184,203-71.6% | $74,495-29.8% |
| Participation rate | 96.6% | 85.5%+11.1pp | 86.8%+9.8pp | 67.2%+29.4pp |
| Annual return | 49.45% | 19.95%+29.5pp | 28.81%+20.6pp | 1364.94%-1315.5pp |
| Employer contribution / active EE | $1,322 | $4,537-70.9% | $6,427-79.4% | $2,623-49.6% |
| Participant deferral / active EE | $7,651 | $7,139+7.2% | $9,131-16.2% | $4,346+76.1% |
| Admin fee / account holder | $58 | $1,260-95.4% | $13,901-99.6% | $1,942-97.0% |