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 INC6+ years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $41,192 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,537 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $191,976 | $73,638+160.7% | $95,952+100.1% | $73,488+161.2% |
| Participation rate | 99.0% | 76.2%+22.9pp | 77.1%+21.9pp | 70.7%+28.3pp |
| Annual return | 14.18% | 16.78%-2.6pp | 91.61%-77.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $7,165 | $1,863+284.5% | $2,541+182.0% | $2,270+215.6% |
| Participant deferral / active EE | $7,611 | $3,617+110.4% | $4,167+82.6% | $3,740+103.5% |
| Admin fee / account holder | $604 | $482+25.3% | $6,795-91.1% | $513+17.7% |