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 7-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 37 · EIN 04-2647786 | Loan Processing | $82,591 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $57,346 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 · EIN 26-4310632 | Other Commissions | $15,409 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,082 | $38,058-84.0% | $169,463-96.4% | $75,289-91.9% |
| Participation rate | 88.0% | 65.1%+22.8pp | 77.8%+10.2pp | 72.4%+15.5pp |
| Annual return | -7.38% | -2.88%-4.5pp | 1.83%-9.2pp | -0.04%-7.3pp |
| Employer contribution / active EE | $454 | $1,478-69.3% | $4,159-89.1% | $2,405-81.1% |
| Participant deferral / active EE | $2,463 | $3,201-23.0% | $5,277-53.3% | $3,739-34.1% |
| Admin fee / account holder | $45 | $85-47.5% | $9,109-99.5% | $102-56.3% |