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 8-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 |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $71,131 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,113 |
NATIONAL FINANCIAL SERVICES6 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,135 | $106,028-61.2% | $146,958-72.0% | $77,643-47.0% |
| Participation rate | 92.9% | 78.4%+14.5pp | 82.2%+10.7pp | 70.6%+22.3pp |
| Annual return | 21.36% | 56.73%-35.4pp | 418.34%-397.0pp | 31.24%-9.9pp |
| Employer contribution / active EE | $3,712 | $4,063-8.6% | $4,933-24.7% | $2,726+36.2% |
| Participant deferral / active EE | $6,385 | $7,990-20.1% | $8,070-20.9% | $4,647+37.4% |
| Admin fee / account holder | $6 | $337-98.1% | $12,998-100.0% | $430-98.5% |