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 INC1+ years Filed as: M&T SECURITIES Service code 55 ATTN VICKIE KARZ/COMMISSIONS · BUFFALO, NY 14202 | Other Commissions | $23,474 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,119 |
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 | $89,528 | $54,320+64.8% | $67,652+32.3% | $52,331+71.1% |
| Participation rate | 72.4% | 73.6%-1.2pp | 75.7%-3.3pp | 68.1%+4.3pp |
| Annual return | 3.36% | 6.81%-3.4pp | 6625.04%-6621.7pp | 4.54%-1.2pp |
| Employer contribution / active EE | $1,960 | $1,544+27.0% | $2,266-13.5% | $1,882+4.2% |
| Participant deferral / active EE | $3,918 | $2,950+32.8% | $3,560+10.1% | $3,022+29.6% |
| Admin fee / account holder | $10 | $527-98.1% | $4,821-99.8% | $592-98.3% |