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 7-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; Shareholder... | $4,352 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,025 | $57,354-59.9% | $83,848-72.5% | $64,186-64.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.29% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,986 | $2,545-22.0% | $3,631-45.3% | $2,381-16.6% |
| Participant deferral / active EE | $3,143 | $2,993+5.0% | $4,082-23.0% | $3,470-9.4% |
| Admin fee / account holder | $38 | $4,046-99.1% | $5,478-99.3% | $4,888-99.2% |