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 |
|---|---|---|
Service code 55 2301 ROSECRANS AVE, #5100 · EL SEGUNDO, CA 90245 | Other Commissions | $35,856 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,871 | $57,541+49.2% | $95,745-10.3% | $75,163+14.2% |
| Participation rate | 91.7% | 62.5%+29.2pp | 72.3%+19.4pp | 67.2%+24.5pp |
| Annual return | 17.44% | 34.93%-17.5pp | 28.35%-10.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,775 | $1,808-1.8% | $2,835-37.4% | $2,670-33.5% |
| Participant deferral / active EE | $4,393 | $3,074+42.9% | $4,245+3.5% | $4,125+6.5% |
| Admin fee / account holder | $22 | $4,099-99.5% | $5,678-99.6% | $5,651-99.6% |