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 INC3 years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $62,676 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,171 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $419,094 | $89,652+367.5% | $141,162+196.9% | $65,185+542.9% |
| Participation rate | 82.5% | 74.7%+7.7pp | 82.5%0pp | 70.2%+12.3pp |
| Annual return | 21.36% | 32.79%-11.4pp | 71.39%-50.0pp | 29.38%-8.0pp |
| Employer contribution / active EE | $7,693 | $3,065+151.0% | $4,735+62.5% | $2,177+253.5% |
| Participant deferral / active EE | $6,150 | $5,691+8.1% | $6,709-8.3% | $3,514+75.0% |
| Admin fee / account holder | $491 | $569-13.6% | $10,261-95.2% | $847-42.0% |