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 INC4+ years Filed as: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $32,725 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,838 | $42,810-25.6% | $169,463-81.2% | $55,725-42.9% |
| Participation rate | 63.2% | 64.7%-1.5pp | 77.8%-14.6pp | 70.9%-7.6pp |
| Annual return | -5.17% | -3.61%-1.6pp | 1.83%-7.0pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,028 | $1,402-26.6% | $4,159-75.3% | $2,078-50.5% |
| Participant deferral / active EE | $1,281 | $3,141-59.2% | $5,277-75.7% | $3,356-61.8% |
| Admin fee / account holder | $18 | $106-83.1% | $9,109-99.8% | $115-84.4% |