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 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $20,850 |
Service code 17 PO BOX 54 · FRANKLIN SQ, NY 11010 | Pension Consulting | $8,855 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,135 | $73,867+0.4% | $143,757-48.4% | $68,494+8.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.37% | 1.01%-15.4pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $8,295 | $3,184+160.5% | $4,951+67.5% | $2,596+219.5% |
| Participant deferral / active EE | $5,080 | $3,384+50.1% | $5,637-9.9% | $4,027+26.1% |
| Admin fee / account holder | $290 | $5,755-95.0% | $14,673-98.0% | $5,403-94.6% |