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 8-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 37 · EIN 04-2647786 | Loan Processing | $2,500 |
Service code 55 · EIN 38-1961943 | Other Commissions | $1,376 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $1,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
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 | $25,845 | $89,652-71.2% | $141,162-81.7% | $65,185-60.4% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.5%-32.5pp | 70.2%-20.2pp |
| Annual return | 37.84% | 32.79%+5.0pp | 71.39%-33.6pp | 29.38%+8.5pp |
| Employer contribution / active EE | $1,259 | $3,065-58.9% | $4,735-73.4% | $2,177-42.2% |
| Participant deferral / active EE | $2,017 | $5,691-64.6% | $6,709-69.9% | $3,514-42.6% |
| Admin fee / account holder | $30 | $569-94.7% | $10,261-99.7% | $847-96.5% |