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 year Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $51,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,610 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $426,840 | $85,766+397.7% | $136,294+213.2% | $70,131+508.6% |
| Participation rate | 97.7% | 74.2%+23.5pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 15.50% | 31.45%-16.0pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $9,051 | $2,966+205.2% | $4,695+92.8% | $2,342+286.4% |
| Participant deferral / active EE | $5,707 | $5,051+13.0% | $6,247-8.6% | $3,332+71.3% |
| Admin fee / account holder | $40 | $5,420-99.3% | $9,243-99.6% | $4,645-99.1% |