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 9-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 INC1 year Filed as: M & T SECURITIES INC Service code 49 · EIN 16-1263079 1 M AND T PLZ FL 6 · BUFFALO, NY 142032309 | Other Services | $5,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,984 | $37,196-67.8% | $154,107-92.2% | $55,725-78.5% |
| Participation rate | 59.4% | 64.1%-4.7pp | 83.0%-23.6pp | 70.9%-11.5pp |
| Annual return | -6.27% | 1319.68%-1325.9pp | 735.12%-741.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $756 | $1,614-53.1% | $5,298-85.7% | $2,078-63.6% |
| Participant deferral / active EE | $1,061 | $2,068-48.7% | $5,081-79.1% | $3,356-68.4% |
| Admin fee / account holder | $22 | $102-78.3% | $13,411-99.8% | $115-80.9% |