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 INC4+ years Filed as: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $30,895 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,419 |
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 | $94,441 | $59,186+59.6% | $76,768+23.0% | $56,287+67.8% |
| Participation rate | 73.6% | 75.2%-1.6pp | 77.0%-3.4pp | 69.9%+3.7pp |
| Annual return | -1.50% | 6.62%-8.1pp | 2.43%-3.9pp | -9.96%+8.5pp |
| Employer contribution / active EE | $2,407 | $1,759+36.9% | $2,485-3.1% | $2,111+14.0% |
| Participant deferral / active EE | $5,081 | $3,255+56.1% | $3,852+31.9% | $3,350+51.7% |
| Admin fee / account holder | $11 | $489-97.8% | $6,675-99.8% | $521-98.0% |