See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 47-0826838 | Other Commissions | $67,155 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $9,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,786 | $40,174-3.5% | $84,015-53.8% | $67,579-42.6% |
| Participation rate | 35.8% | 62.7%-26.9pp | 69.0%-33.2pp | 71.3%-35.5pp |
| Annual return | 49.13% | 25.82%+23.3pp | 71.31%-22.2pp | 378.56%-329.4pp |
| Employer contribution / active EE | $112 | $808-86.2% | $1,983-94.4% | $2,148-94.8% |
| Participant deferral / active EE | $1,648 | $2,301-28.4% | $3,239-49.1% | $3,539-53.4% |
| Admin fee / account holder | $22 | $128-82.5% | $6,101-99.6% | $142-84.2% |