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 7-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 Filed as: M&T SECURITIES Service code 55 285 DELAWARE AVE STE 2000 · BUFFALO, NY 14202 | Other Commissions | $18,912 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,814 | $75,183+15.5% | $123,892-29.9% | $55,167+57.4% |
| Participation rate | 94.1% | 72.8%+21.2pp | 81.4%+12.7pp | 69.0%+25.1pp |
| Annual return | 9.12% | 19.01%-9.9pp | 47.52%-38.4pp | 169.23%-160.1pp |
| Employer contribution / active EE | $189 | $2,823-93.3% | $4,617-95.9% | $1,963-90.4% |
| Participant deferral / active EE | $5,780 | $5,084+13.7% | $5,984-3.4% | $3,054+89.2% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |