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: COMPREHENSIVE ASSET MANAGEMENT & Service code 55 · EIN 03-0394724 | Other Commissions | $35,334 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,828 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,612 | $25,165-18.1% | $73,545-72.0% | $77,958-73.6% |
| Participation rate | 32.3% | 36.6%-4.3pp | 54.9%-22.6pp | 71.6%-39.3pp |
| Annual return | 22.84% | 18.12%+4.7pp | -15.16%+38.0pp | 20.87%+2.0pp |
| Employer contribution / active EE | $563 | $395+42.5% | $1,219-53.8% | $2,310-75.6% |
| Participant deferral / active EE | $1,443 | $898+60.8% | $1,806-20.1% | $3,537-59.2% |
| Admin fee / account holder | $9 | $76-88.6% | $2,320-99.6% | $97-91.1% |