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 37 · EIN 04-2647786 | Loan Processing | $3,713 |
SUNBELT SECURITIES INC4 years Service code 61 2700 POST OAK BLVD STE 1700 · HOUSTON, TX 77056 | Finders' fees / placement fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,461 | $72,658+34.1% | $127,761-23.7% | $67,579+44.2% |
| Participation rate | 99.3% | 80.0%+19.4pp | 79.0%+20.3pp | 71.3%+28.1pp |
| Annual return | 30.35% | 26.49%+3.9pp | 26.14%+4.2pp | 378.56%-348.2pp |
| Employer contribution / active EE | $7,787 | $3,988+95.2% | $4,574+70.2% | $2,148+262.5% |
| Participant deferral / active EE | $10,782 | $5,383+100.3% | $6,021+79.1% | $3,539+204.6% |
| Admin fee / account holder | $9 | $127-92.6% | $9,395-99.9% | $142-93.4% |