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 INC1 year Service code 27 · EIN 47-0648506 | Advisory (Plan) | $5,019 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,225 |
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 | $126,613 | $83,477+51.7% | $125,175+1.1% | $72,985+73.5% |
| Participation rate | 95.1% | 73.3%+21.8pp | 79.8%+15.3pp | 69.5%+25.6pp |
| Annual return | 21.50% | 25.78%-4.3pp | 43.79%-22.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $5,552 | $2,345+136.8% | $3,865+43.6% | $2,440+127.6% |
| Participant deferral / active EE | $6,507 | $3,585+81.5% | $4,937+31.8% | $3,607+80.4% |
| Admin fee / account holder | $88 | $5,517-98.4% | $9,702-99.1% | $5,124-98.3% |