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 13 · EIN 91-1035498 | Contract Administrator | $19,445 |
NATIONS FINANCIAL GROUP INC3+ years Filed as: NATIONS FINANCIAL GROUP Service code 26 · EIN 39-1909295 | Advisory (Participants) | $12,645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,223 | $31,388+15.4% | $73,545-50.7% | $62,292-41.9% |
| Participation rate | 41.8% | 39.9%+2.0pp | 54.9%-13.1pp | 69.5%-27.7pp |
| Annual return | 18.33% | 25.34%-7.0pp | -15.16%+33.5pp | 28.90%-10.6pp |
| Employer contribution / active EE | $724 | $498+45.4% | $1,219-40.6% | $2,042-64.5% |
| Participant deferral / active EE | $1,516 | $1,028+47.4% | $1,806-16.1% | $3,169-52.2% |
| Admin fee / account holder | $334 | $299+11.7% | $2,320-85.6% | $479-30.3% |