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 INC8+ years Service code 15 655 WEST BROADWAY 12TH FL · SAN DIEGO, CA 92101 | Recordkeeping | $21,696 |
GRASSI & CO8+ years Service code 10 · EIN 11-3266576 | Accounting | $13,833 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,001 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,134 | $106,236-51.9% | $112,228-54.4% | $64,808-21.1% |
| Participation rate | 83.8% | 71.7%+12.1pp | 75.1%+8.7pp | 71.5%+12.3pp |
| Annual return | -15.79% | -6.02%-9.8pp | 27.45%-43.2pp | 32.82%-48.6pp |
| Employer contribution / active EE | $863 | $3,166-72.7% | $3,635-76.3% | $2,506-65.6% |
| Participant deferral / active EE | $6,375 | $3,785+68.4% | $4,728+34.8% | $4,310+47.9% |
| Admin fee / account holder | $30 | $452-93.5% | $6,410-99.5% | $188-84.3% |