See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 15 · EIN 47-0648506 | Recordkeeping | $36,850 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,767 |
WESTPORT CAPITAL MARKETS, LLC7+ years Service code 15 · EIN 06-1459306 | Recordkeeping | $13,349 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,763 | $65,061-23.5% | $143,757-65.4% | $66,914-25.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | 4.18% | -11.14%+15.3pp | -0.04%+4.2pp | 1.58%+2.6pp |
| Employer contribution / active EE | $3,193 | $2,361+35.3% | $4,951-35.5% | $2,544+25.5% |
| Participant deferral / active EE | $6,004 | $2,919+105.7% | $5,637+6.5% | $4,237+41.7% |
| Admin fee / account holder | $259 | $502-48.3% | $14,673-98.2% | $593-56.3% |