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 INC4 years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $61,782 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,128 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $5,547 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,316 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $436,366 | $99,957+336.6% | $149,696+191.5% | $73,488+493.8% |
| Participation rate | 84.7% | 75.7%+9.0pp | 82.5%+2.2pp | 70.7%+14.0pp |
| Annual return | 10.18% | 53.87%-43.7pp | 276.60%-266.4pp | 28.51%-18.3pp |
| Employer contribution / active EE | $7,378 | $3,191+131.2% | $4,644+58.9% | $2,270+225.0% |
| Participant deferral / active EE | $7,125 | $6,073+17.3% | $6,842+4.1% | $3,740+90.5% |
| Admin fee / account holder | $393 | $551-28.7% | $9,309-95.8% | $513-23.5% |