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 INC2 years Service code 53 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Insurance Commissions | $19,795 |
Filed as: DYATECH LLC Service code 15 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 391576035 | Recordkeeping | $3,344 |
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 | $35,750 | $104,475-65.8% | $159,436-77.6% | $79,386-55.0% |
| Participation rate | 85.6% | 76.6%+9.0pp | 82.8%+2.8pp | 70.7%+14.9pp |
| Annual return | 18.61% | 67.95%-49.3pp | 263.57%-245.0pp | 116.85%-98.2pp |
| Employer contribution / active EE | $3,931 | $3,417+15.1% | $4,829-18.6% | $2,427+61.9% |
| Participant deferral / active EE | $9,210 | $6,467+42.4% | $7,352+25.3% | $4,046+127.7% |
| Admin fee / account holder | $198 | $711-72.2% | $10,799-98.2% | $626-68.5% |