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 |
|---|---|---|
FIRST ALLIED SECURITIES INC5+ years Service code 55 655 WEST BROADWAY 12TH FL · SAN DIEGO, CA 92101 | Other Commissions | $72,381 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,370 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,642 | $66,601-37.5% | $92,893-55.2% | $67,579-38.4% |
| Participation rate | 94.2% | 72.5%+21.7pp | 76.0%+18.2pp | 71.3%+22.9pp |
| Annual return | 24.44% | 92.58%-68.1pp | 109.41%-85.0pp | 378.56%-354.1pp |
| Employer contribution / active EE | $619 | $2,775-77.7% | $3,653-83.1% | $2,148-71.2% |
| Participant deferral / active EE | $4,904 | $3,157+55.3% | $4,236+15.8% | $3,539+38.5% |
| Admin fee / account holder | $8 | $199-95.8% | $5,794-99.9% | $142-94.1% |