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 |
|---|---|---|
LA SALLE STREET SECURITIES, LLC3+ years Service code 55 940 N INDUSTRIAL DR. · ELMHURST, IL 60126 | Other Commissions | $13,724 |
Service code 37 · EIN 04-2647786 | Loan Processing | $556 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,944 | $64,909-9.2% | $82,313-28.4% | $62,292-5.4% |
| Participation rate | 82.4% | 74.9%+7.5pp | 76.9%+5.5pp | 69.5%+12.8pp |
| Annual return | 16.16% | 21.18%-5.0pp | 25.88%-9.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,560 | $3,103-17.5% | $3,706-30.9% | $3,169-19.2% |
| Admin fee / account holder | $4 | $440-99.0% | $5,608-99.9% | $479-99.1% |