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 |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $11,694 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,063 |
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.
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 | $34,514 | $46,173-25.2% | $170,442-79.8% | $69,631-50.4% |
| Participation rate | 37.9% | 63.9%-26.0pp | 83.6%-45.7pp | 70.7%-32.8pp |
| Annual return | 18.62% | 21.62%-3.0pp | 205.93%-187.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $787 | $1,610-51.1% | $5,433-85.5% | $2,032-61.3% |
| Participant deferral / active EE | $1,961 | $2,080-5.7% | $4,939-60.3% | $3,224-39.2% |
| Admin fee / account holder | $6 | $116-94.5% | $13,880-100.0% | $110-94.2% |