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 |
|---|---|---|
NATIONAL PLANNING CORPORATION3+ years Service code 54 100 NORTH SEPULVEDA BLVD 1800 · EL SEGUNDO, CA 90245 | Sales Loads | $11,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,512 | $55,453-52.2% | $170,442-84.4% | $62,292-57.4% |
| Participation rate | 67.8% | 66.4%+1.4pp | 83.6%-15.8pp | 69.5%-1.8pp |
| Annual return | 15.29% | 21.38%-6.1pp | 205.93%-190.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $1,259 | $2,164-41.8% | $5,433-76.8% | $2,042-38.4% |
| Participant deferral / active EE | $2,055 | $2,303-10.8% | $4,939-58.4% | $3,169-35.2% |
| Admin fee / account holder | $5 | $455-98.9% | $13,880-100.0% | $479-98.9% |