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 75-1054341 | Other Commissions | $20,406 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,044 |
NATIONAL FINANCIAL SERVICES2 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,941 | $80,753-39.4% | $136,294-64.1% | $62,292-21.4% |
| Participation rate | 62.6% | 73.5%-11.0pp | 81.9%-19.4pp | 69.5%-6.9pp |
| Annual return | 21.24% | 35.83%-14.6pp | 5155.94%-5134.7pp | 28.90%-7.7pp |
| Employer contribution / active EE | $2,126 | $2,884-26.3% | $4,695-54.7% | $2,042+4.1% |
| Participant deferral / active EE | $5,474 | $5,164+6.0% | $6,247-12.4% | $3,169+72.7% |
| Admin fee / account holder | $8 | $525-98.6% | $9,243-99.9% | $479-98.4% |