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 |
|---|---|---|
Service code 55 · EIN 42-1445429 | Other Commissions | $9,899 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,894 |
1ST GLOBAL CAPITAL CORP2 years Service code 55 · EIN 75-2428870 | Other Commissions | $1,831 |
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 | $61,906 | $72,492-14.6% | $87,100-28.9% | $72,985-15.2% |
| Participation rate | 70.1% | 72.8%-2.7pp | 76.9%-6.8pp | 69.5%+0.6pp |
| Annual return | 20.25% | 24.46%-4.2pp | 28.19%-7.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,675 | $1,894-11.6% | $2,521-33.6% | $2,440-31.4% |
| Participant deferral / active EE | $2,387 | $3,270-27.0% | $4,049-41.0% | $3,607-33.8% |
| Admin fee / account holder | $21 | $5,055-99.6% | $7,497-99.7% | $5,124-99.6% |