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 SERVICES4+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 33 · EIN 04-3523567 200 LIBERTY STREET · NEW YORK, NY 102810003 | Securities brokerage | $37,284 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,624 | $47,977-57.0% | $154,107-86.6% | $56,287-63.4% |
| Participation rate | 71.8% | 66.2%+5.6pp | 83.0%-11.2pp | 69.9%+1.9pp |
| Annual return | -4.45% | 3.54%-8.0pp | 735.12%-739.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,671 | $2,169-22.9% | $5,298-68.4% | $2,111-20.8% |
| Participant deferral / active EE | $1,684 | $2,392-29.6% | $5,081-66.8% | $3,350-49.7% |
| Admin fee / account holder | $306 | $438-30.3% | $13,411-97.7% | $521-41.3% |