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+ years Filed as: M&T SECURITIES Service code 55 ATTN VICKIE · BUFFALO, NY 14202 | Other Commissions | $53,218 |
Service code 37 · EIN 04-2647786 | Loan Processing | $875 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $101,367 | $45,283+123.9% | $155,790-34.9% | $52,331+93.7% |
| Participation rate | 75.0% | 62.2%+12.8pp | 76.1%-1.1pp | 68.1%+6.9pp |
| Annual return | 9.96% | 1.80%+8.2pp | 71.54%-61.6pp | 4.54%+5.4pp |
| Employer contribution / active EE | $1,505 | $1,329+13.3% | $3,836-60.8% | $1,882-20.0% |
| Participant deferral / active EE | $6,628 | $2,854+132.2% | $4,797+38.2% | $3,022+119.3% |
| Admin fee / account holder | $4 | $981-99.6% | $7,478-99.9% | $592-99.3% |