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 |
|---|---|---|
R F LAFFERTY & CO INC1 year Service code 55 · EIN 13-3000887 | Other Commissions | $57,626 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,852 |
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 | $73,498 | $100,801-27.1% | $149,696-50.9% | $73,409+0.1% |
| Participation rate | 93.8% | 77.7%+16.1pp | 82.5%+11.3pp | 72.2%+21.6pp |
| Annual return | 258.16% | 265.34%-7.2pp | 276.60%-18.4pp | 59.29%+198.9pp |
| Employer contribution / active EE | $9,505 | $3,312+187.0% | $4,644+104.7% | $2,234+325.5% |
| Participant deferral / active EE | $10,227 | $6,404+59.7% | $6,842+49.5% | $3,805+168.7% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |