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 INC6+ years Filed as: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $38,218 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,819 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,905 | $56,152-23.6% | $185,823-76.9% | $73,409-41.6% |
| Participation rate | 100.0% | 67.6%+32.4pp | 78.0%+22.0pp | 72.2%+27.8pp |
| Annual return | 11.38% | 17.59%-6.2pp | 35.95%-24.6pp | 59.29%-47.9pp |
| Employer contribution / active EE | $1,616 | $1,532+5.5% | $4,087-60.5% | $2,234-27.7% |
| Participant deferral / active EE | $2,066 | $3,659-43.5% | $5,632-63.3% | $3,805-45.7% |
| Admin fee / account holder | $11 | $132-91.4% | $9,500-99.9% | $158-92.8% |