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 BENEFIT SERVICES, LLC2+ years Filed as: NATIONAL BENEFIT SERVICES Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $19,887 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,101 |
NATIONAL BENEFIT SERVICES, LLC2+ years Service code 13 | Contract Administrator | $11,165 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 | Other Commissions | $1,408 |
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 | $32,975 | $66,750-50.6% | $105,722-68.8% | $57,658-42.8% |
| Participation rate | 81.2% | 79.2%+2.0pp | 78.9%+2.3pp | 70.2%+11.0pp |
| Annual return | 7.71% | 10.99%-3.3pp | 12.25%-4.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $2,410 | $3,766-36.0% | $4,079-40.9% | $1,974+22.1% |
| Participant deferral / active EE | $4,262 | $4,933-13.6% | $5,326-20.0% | $3,061+39.3% |
| Admin fee / account holder | $63 | $88-28.3% | $8,308-99.2% | $95-33.4% |