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 PLANNING CORPORATION3+ years Service code 55 · EIN 38-3023534 | Other Commissions | $20,510 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,850 |
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 | $86,205 | $138,427-37.7% | $97,995-12.0% | $69,631+23.8% |
| Participation rate | 86.0% | 90.0%-4.0pp | 82.4%+3.6pp | 70.7%+15.3pp |
| Annual return | 19.48% | 26.21%-6.7pp | 23.94%-4.5pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $6,945 | $4,858+43.0% | $4,158+67.0% | $2,032+241.8% |
| Participant deferral / active EE | $7,966 | $7,165+11.2% | $5,097+56.3% | $3,224+147.1% |
| Admin fee / account holder | $18 | $101-82.1% | $5,943-99.7% | $110-83.7% |