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 Service code 27 · EIN 47-0648506 | Advisory (Plan) | $30,916 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,463 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,651 | $91,552+41.6% | $133,956-3.2% | $79,858+62.4% |
| Participation rate | 97.3% | 73.3%+23.9pp | 79.8%+17.4pp | 69.6%+27.6pp |
| Annual return | 11.69% | 61.85%-50.2pp | 45.09%-33.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $4,033 | $2,384+69.2% | $3,919+2.9% | $2,471+63.2% |
| Participant deferral / active EE | $7,226 | $3,733+93.6% | $5,048+43.2% | $3,740+93.2% |
| Admin fee / account holder | $327 | $6,321-94.8% | $8,927-96.3% | $5,306-93.8% |