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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC1+ years Service code 55 · EIN 93-0987232 | Other Commissions | $62,172 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $48,697 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,308 |
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).
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 | $33,507 | $39,245-14.6% | $64,105-47.7% | $52,331-36.0% |
| Participation rate | 79.2% | 58.2%+21.0pp | 68.2%+11.0pp | 68.1%+11.1pp |
| Annual return | 1.49% | 14.79%-13.3pp | 791.24%-789.8pp | 4.54%-3.1pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,954 | $1,992+48.3% | $2,822+4.7% | $3,022-2.3% |
| Admin fee / account holder | $10 | $592-98.3% | $4,499-99.8% | $592-98.3% |