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 | Recordkeeping and information managem... | $4,424 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,955 | $72,277-48.9% | $101,248-63.5% | $79,858-53.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.13% | 22.30%-6.2pp | 46.47%-30.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $3,010 | $2,692+11.8% | $3,660-17.8% | $2,471+21.8% |
| Participant deferral / active EE | $3,875 | $3,282+18.1% | $4,370-11.3% | $3,740+3.6% |
| Admin fee / account holder | $39 | $4,400-99.1% | $5,945-99.3% | $5,306-99.3% |