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 INC5+ years Filed as: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $20,525 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,831 |
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 | $81,604 | $76,367+6.9% | $93,606-12.8% | $72,985+11.8% |
| Participation rate | 97.7% | 71.7%+26.0pp | 75.8%+21.9pp | 69.5%+28.2pp |
| Annual return | 18.97% | 25.82%-6.8pp | 32.76%-13.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,390 | $2,275-38.9% | $2,718-48.8% | $2,440-43.0% |
| Participant deferral / active EE | $4,426 | $3,538+25.1% | $4,069+8.8% | $3,607+22.7% |
| Admin fee / account holder | $26 | $6,838-99.6% | $7,888-99.7% | $5,124-99.5% |