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, LLC4+ years Service code 55 940 N INDUSTRIAL DR · ELMHURST, IL 60126 | Other Commissions | $18,708 |
Service code 37 · EIN 04-2647786 | Loan Processing | $969 |
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 | $52,515 | $59,186-11.3% | $76,768-31.6% | $56,287-6.7% |
| Participation rate | 80.3% | 75.2%+5.1pp | 77.0%+3.4pp | 69.9%+10.5pp |
| Annual return | -5.80% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,610 | $1,759-8.5% | $2,485-35.2% | $2,111-23.8% |
| Participant deferral / active EE | $2,917 | $3,255-10.4% | $3,852-24.3% | $3,350-12.9% |
| Admin fee / account holder | $7 | $489-98.6% | $6,675-99.9% | $521-98.7% |