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 |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC3+ years Service code 55 · EIN 41-1486060 | Other Commissions | $12,488 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,431 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,115 | $64,909-75.2% | $82,313-80.4% | $62,292-74.1% |
| Participation rate | 79.6% | 74.9%+4.8pp | 76.9%+2.8pp | 69.5%+10.1pp |
| Annual return | 20.36% | 21.18%-0.8pp | 25.88%-5.5pp | 28.90%-8.5pp |
| Employer contribution / active EE | $455 | $1,676-72.9% | $2,428-81.3% | $2,042-77.7% |
| Participant deferral / active EE | $2,353 | $3,103-24.2% | $3,706-36.5% | $3,169-25.8% |
| Admin fee / account holder | $10 | $440-97.7% | $5,608-99.8% | $479-97.9% |