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 BENEFIT SERVICES, LLC1+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $75,336 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,006 | $72,770-13.4% | $67,652-6.9% | $55,191+14.2% |
| Participation rate | 78.9% | 78.8%+0.1pp | 75.7%+3.2pp | 69.2%+9.7pp |
| Annual return | 2.72% | -3.26%+6.0pp | 6625.04%-6622.3pp | 10.78%-8.1pp |
| Employer contribution / active EE | $1,047 | $1,769-40.8% | $2,266-53.8% | $1,899-44.9% |
| Participant deferral / active EE | $3,269 | $3,408-4.1% | $3,560-8.2% | $3,046+7.3% |
| Admin fee / account holder | $30 | $79-61.7% | $4,821-99.4% | $91-66.7% |