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 INC9+ years Service code 55 · EIN 20-4181701 655 WEST BROADWAY 12TH FL · SAN DIEGO, CA 92101 | Other Commissions | $66,620 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 60 · EIN 13-3036745 | Sub-TA Fees | $66,312 |
GRASSI & CO9+ years Service code 10 · EIN 11-3266576 | Accounting | $25,687 |
ADP BROKER-DEALER1 year Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,311 | $92,971-28.7% | $96,683-31.4% | $74,419-10.9% |
| Participation rate | 96.9% | 71.5%+25.4pp | 74.3%+22.6pp | 70.7%+26.2pp |
| Annual return | 16.50% | 37.49%-21.0pp | 35.69%-19.2pp | 34.38%-17.9pp |
| Employer contribution / active EE | $722 | $3,426-78.9% | $3,737-80.7% | $2,637-72.6% |
| Participant deferral / active EE | $6,695 | $3,970+68.6% | $4,878+37.3% | $4,528+47.9% |
| Admin fee / account holder | $244 | $633-61.5% | $6,730-96.4% | $348-30.0% |