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 INC3+ years Filed as: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $16,119 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,750 |
NATIONAL FINANCIAL SERVICES2 years 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.
Annual investment return 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 | $54,544 | $64,909-16.0% | $82,313-33.7% | $62,292-12.4% |
| Participation rate | 97.2% | 74.9%+22.3pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 11.67% | 21.18%-9.5pp | 25.88%-14.2pp | 28.90%-17.2pp |
| Employer contribution / active EE | $334 | $1,676-80.1% | $2,428-86.2% | $2,042-83.6% |
| Participant deferral / active EE | $3,916 | $3,103+26.2% | $3,706+5.7% | $3,169+23.6% |
| Admin fee / account holder | $24 | $440-94.5% | $5,608-99.6% | $479-94.9% |