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 | $40,320 |
LPL FINANCIAL1 year Filed as: WADDELL & REED INC Service code 55 · EIN 43-1235675 | Other Commissions | $7,242 |
Service code 37 · EIN 04-2647786 | Loan Processing | $556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,624 | $73,102-36.2% | $123,544-62.3% | $56,287-17.2% |
| Participation rate | 53.9% | 74.3%-20.4pp | 82.3%-28.4pp | 69.9%-15.9pp |
| Annual return | -2.65% | 3.01%-5.7pp | 119.20%-121.8pp | -9.96%+7.3pp |
| Employer contribution / active EE | $542 | $2,977-81.8% | $4,628-88.3% | $2,111-74.3% |
| Participant deferral / active EE | $2,115 | $5,423-61.0% | $6,426-67.1% | $3,350-36.9% |
| Admin fee / account holder | $7 | $554-98.7% | $9,284-99.9% | $521-98.6% |