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 INC2 years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $64,290 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,809 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,467 |
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 | $354,424 | $73,102+384.8% | $123,544+186.9% | $56,287+529.7% |
| Participation rate | 87.2% | 74.3%+12.8pp | 82.3%+4.9pp | 69.9%+17.3pp |
| Annual return | -5.50% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $7,251 | $2,977+143.6% | $4,628+56.7% | $2,111+243.5% |
| Participant deferral / active EE | $4,645 | $5,423-14.3% | $6,426-27.7% | $3,350+38.7% |
| Admin fee / account holder | $285 | $554-48.5% | $9,284-96.9% | $521-45.3% |