See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $24,407 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,563 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,940 | $63,114-68.4% | $92,893-78.5% | $65,185-69.4% |
| Participation rate | 70.7% | 68.8%+1.9pp | 76.0%-5.3pp | 70.2%+0.5pp |
| Annual return | 12.39% | 28.75%-16.4pp | 109.41%-97.0pp | 29.38%-17.0pp |
| Employer contribution / active EE | $635 | $2,571-75.3% | $3,653-82.6% | $2,177-70.8% |
| Participant deferral / active EE | $2,626 | $3,108-15.5% | $4,236-38.0% | $3,514-25.3% |
| Admin fee / account holder | $93 | $624-85.2% | $5,794-98.4% | $847-89.1% |