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 INC5+ years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $37,011 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,294 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $159,115 | $65,376+143.4% | $87,100+82.7% | $65,185+144.1% |
| Participation rate | 94.6% | 75.3%+19.3pp | 76.9%+17.8pp | 70.2%+24.4pp |
| Annual return | 23.35% | 31.27%-7.9pp | 28.19%-4.8pp | 29.38%-6.0pp |
| Employer contribution / active EE | $6,426 | $1,822+252.6% | $2,521+154.9% | $2,177+195.2% |
| Participant deferral / active EE | $6,145 | $3,388+81.4% | $4,049+51.8% | $3,514+74.9% |
| Admin fee / account holder | $473 | $520-9.0% | $7,497-93.7% | $847-44.2% |