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 INC2+ years Filed as: M&T SECURITIES Service code 55 285 DELAWARE AVE STE 2000 · BUFFALO, NY 14202 | Other Commissions | $8,895 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,050 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $61,258 | $60,165+1.8% | $74,183-17.4% | $55,167+11.0% |
| Participation rate | 93.6% | 74.2%+19.4pp | 76.6%+17.0pp | 69.0%+24.6pp |
| Annual return | 7.89% | 10.00%-2.1pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $160 | $1,600-90.0% | $2,370-93.3% | $1,963-91.9% |
| Participant deferral / active EE | $3,306 | $2,973+11.2% | $3,550-6.9% | $3,054+8.3% |
| Admin fee / account holder | $16 | $419-96.2% | $5,586-99.7% | $504-96.8% |