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 |
|---|---|---|
HILLTOP SECURITIES INC.2+ years Filed as: HILLTOP HOLDINGS INC Service code 55 1201 ELM ST STE 3500 · DALLAS, TX 75270 | Other Commissions | $81,619 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,744 | $80,177-24.2% | $123,892-51.0% | $57,658+5.4% |
| Participation rate | 63.1% | 74.4%-11.4pp | 81.4%-18.4pp | 70.2%-7.2pp |
| Annual return | 9.76% | 17.90%-8.1pp | 47.52%-37.8pp | 5.13%+4.6pp |
| Employer contribution / active EE | $2,494 | $2,913-14.4% | $4,617-46.0% | $1,974+26.3% |
| Participant deferral / active EE | $6,990 | $5,130+36.3% | $5,984+16.8% | $3,061+128.4% |
| Admin fee / account holder | -$6 | $106-105.5% | $8,357-100.1% | $95-106.1% |