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 |
|---|---|---|
SECURITIES AMERICA INC1 year Service code 53 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Insurance Commissions | $13,496 |
Filed as: DYATECH LLC Service code 15 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 391576035 | Recordkeeping | $2,276 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,172 | $99,957-67.8% | $149,696-78.5% | $73,488-56.2% |
| Participation rate | 82.7% | 75.7%+7.0pp | 82.5%+0.2pp | 70.7%+12.0pp |
| Annual return | 26.98% | 53.87%-26.9pp | 276.60%-249.6pp | 28.51%-1.5pp |
| Employer contribution / active EE | $687 | $3,191-78.5% | $4,644-85.2% | $2,270-69.7% |
| Participant deferral / active EE | $8,480 | $6,073+39.6% | $6,842+23.9% | $3,740+126.8% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |