See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 33 · EIN 04-3523567 200 LIBERTY STREET · NEW YORK, NY 102810003 | Securities brokerage | $32,561 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,862 | $46,732-44.7% | $156,549-83.5% | $55,167-53.1% |
| Participation rate | 79.4% | 65.8%+13.6pp | 84.0%-4.6pp | 69.0%+10.4pp |
| Annual return | 12.45% | 17.72%-5.3pp | 32.23%-19.8pp | 169.23%-156.8pp |
| Employer contribution / active EE | $1,563 | $2,105-25.8% | $5,501-71.6% | $1,963-20.4% |
| Participant deferral / active EE | $1,368 | $2,204-37.9% | $4,871-71.9% | $3,054-55.2% |
| Admin fee / account holder | $281 | $418-32.9% | $13,027-97.8% | $504-44.3% |