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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $12,086 |
SECURITIES AMERICA INC1 year Filed as: M&T SECURITIES INC Service code 33 · EIN 16-1263079 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,774 | $23,385+142.8% | $69,182-17.9% | $57,658-1.5% |
| Participation rate | 31.3% | 37.9%-6.6pp | 55.1%-23.8pp | 70.2%-38.9pp |
| Annual return | 5.54% | -659.34%+664.9pp | -21.93%+27.5pp | 5.13%+0.4pp |
| Employer contribution / active EE | $248 | $422-41.3% | $1,206-79.5% | $1,974-87.4% |
| Participant deferral / active EE | $713 | $843-15.4% | $1,897-62.4% | $3,061-76.7% |
| Admin fee / account holder | $35 | $82-57.0% | $2,697-98.7% | $95-62.6% |