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 INC1+ years Filed as: M&T SECURITIES Service code 55 ATTN VICKIE · BUFFALO, NY 14202 | Other Commissions | $24,974 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,231 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,162 | $44,229-40.8% | $155,790-83.2% | $55,191-52.6% |
| Participation rate | 70.2% | 60.8%+9.4pp | 76.1%-5.9pp | 69.2%+1.1pp |
| Annual return | -0.70% | 0.37%-1.1pp | 71.54%-72.2pp | 10.78%-11.5pp |
| Employer contribution / active EE | $972 | $1,317-26.2% | $3,836-74.7% | $1,899-48.8% |
| Participant deferral / active EE | $1,261 | $2,851-55.8% | $4,797-73.7% | $3,046-58.6% |
| Admin fee / account holder | $18 | $86-79.1% | $7,478-99.8% | $91-80.2% |