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 37 · EIN 04-2647786 | Loan Processing | $68,137 |
SECURITIES AMERICA INC6 years Filed as: SECURITIES AMERICA ADVISOR INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $45,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,752 | $106,028-38.9% | $146,958-55.9% | $77,643-16.6% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 21.71% | 56.73%-35.0pp | 418.34%-396.6pp | 31.24%-9.5pp |
| Employer contribution / active EE | $3,876 | $4,063-4.6% | $4,933-21.4% | $2,726+42.2% |
| Participant deferral / active EE | $11,504 | $7,990+44.0% | $8,070+42.5% | $4,647+147.5% |
| Admin fee / account holder | $299 | $337-11.4% | $12,998-97.7% | $430-30.5% |