See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIRST ALLIED SECURITIES INC2 years Service code 55 655 WEST BROADWAY 12TH FL · SAN DIEGO, CA 92101 | Other Commissions | $45,258 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $123,016 | $99,957+23.1% | $149,696-17.8% | $73,488+67.4% |
| Participation rate | 55.1% | 75.7%-20.6pp | 82.5%-27.3pp | 70.7%-15.5pp |
| Annual return | 18.76% | 53.87%-35.1pp | 276.60%-257.8pp | 28.51%-9.8pp |
| Employer contribution / active EE | $1,471 | $3,191-53.9% | $4,644-68.3% | $2,270-35.2% |
| Participant deferral / active EE | $5,746 | $6,073-5.4% | $6,842-16.0% | $3,740+53.7% |
| Admin fee / account holder | $42 | $551-92.5% | $9,309-99.6% | $513-91.9% |