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 INC6+ years Service code 55 655 WEST BROADWAY 12TH FL · SAN DIEGO, CA 92101 | Other Commissions | $82,628 |
GRASSI & CO6+ years Service code 10 · EIN 11-3266576 | Accounting | $36,299 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,433 |
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 | $55,457 | $91,517-39.4% | $101,248-45.2% | $73,409-24.5% |
| Participation rate | 82.0% | 73.8%+8.2pp | 75.8%+6.2pp | 72.2%+9.8pp |
| Annual return | 14.92% | 17.17%-2.3pp | 46.47%-31.6pp | 59.29%-44.4pp |
| Employer contribution / active EE | $654 | $2,877-77.3% | $3,660-82.1% | $2,234-70.7% |
| Participant deferral / active EE | $5,036 | $3,338+50.8% | $4,370+15.2% | $3,805+32.3% |
| Admin fee / account holder | $70 | $216-67.4% | $5,945-98.8% | $158-55.4% |