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 | Distribution (12b-1) fees; Participan... | $721 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,866 | $109,817-68.3% | $98,442-64.6% | $167,490-79.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.90% | 1956.69%-1939.8pp | 1492.73%-1475.8pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,033 | $3,224-68.0% | $2,960-65.1% | $4,837-78.6% |
| Participant deferral / active EE | $1,070 | $4,673-77.1% | $4,276-75.0% | $6,341-83.1% |
| Admin fee / account holder | $7 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |