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 |
|---|---|---|
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $57,060 |
EQUITY SERVICES INC1+ years Filed as: EQUITY SERVICES, INC. Service code 55 · EIN 21-8967713 | Other Commissions | $44,769 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
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 | $58,878 | $60,165-2.1% | $74,183-20.6% | $55,167+6.7% |
| Participation rate | 82.2% | 74.2%+8.1pp | 76.6%+5.6pp | 69.0%+13.2pp |
| Annual return | 9.26% | 10.00%-0.7pp | 17.74%-8.5pp | 169.23%-160.0pp |
| Employer contribution / active EE | $633 | $1,600-60.4% | $2,370-73.3% | $1,963-67.7% |
| Participant deferral / active EE | $2,166 | $2,973-27.1% | $3,550-39.0% | $3,054-29.1% |
| Admin fee / account holder | $13 | $419-96.9% | $5,586-99.8% | $504-97.4% |