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 | $36,192 |
SECURITIES AMERICA INC1 year Filed as: M&T SECURITIES, INC. Service code 27 · EIN 16-1263079 | Advisory (Plan) | $10,438 |
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 | $27,068 | $29,369-7.8% | $77,482-65.1% | $73,409-63.1% |
| Participation rate | 100.0% | 37.9%+62.1pp | 54.2%+45.8pp | 72.2%+27.8pp |
| Annual return | 21.07% | 358.15%-337.1pp | 54.79%-33.7pp | 59.29%-38.2pp |
| Employer contribution / active EE | $675 | $406+66.2% | $986-31.6% | $2,234-69.8% |
| Participant deferral / active EE | $1,628 | $941+73.0% | $1,861-12.5% | $3,805-57.2% |
| Admin fee / account holder | $141 | $123+14.7% | $2,858-95.1% | $158-10.9% |