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, LLC2+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $73,589 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,042 | $63,905-1.3% | $74,183-15.0% | $57,658+9.3% |
| Participation rate | 84.0% | 79.8%+4.3pp | 76.6%+7.4pp | 70.2%+13.8pp |
| Annual return | 5.88% | 60.60%-54.7pp | 17.74%-11.9pp | 5.13%+0.7pp |
| Employer contribution / active EE | $1,221 | $1,840-33.7% | $2,370-48.5% | $1,974-38.1% |
| Participant deferral / active EE | $3,812 | $3,448+10.6% | $3,550+7.4% | $3,061+24.6% |
| Admin fee / account holder | $30 | $91-66.5% | $5,586-99.5% | $95-67.7% |