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 |
|---|---|---|
FIRST ALLIED SECURITIES INC2+ years Service code 55 655 W BROADWAY FL 12TH · SAN DIEGO, CA 92101 | Other Commissions | $56,239 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,281 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,605 | $107,378-75.2% | $108,579-75.5% | $57,658-53.9% |
| Participation rate | 94.9% | 77.1%+17.8pp | 79.6%+15.4pp | 70.2%+24.7pp |
| Annual return | 8.42% | 12.80%-4.4pp | -51.70%+60.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $473 | $1,782-73.4% | $3,758-87.4% | $1,974-76.0% |
| Participant deferral / active EE | $3,033 | $3,221-5.8% | $4,311-29.6% | $3,061-0.9% |
| Admin fee / account holder | $13 | $108-88.2% | $7,645-99.8% | $95-86.5% |