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 INC5+ years Filed as: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $32,643 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,775 |
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 | $94,529 | $65,376+44.6% | $87,100+8.5% | $65,185+45.0% |
| Participation rate | 79.3% | 75.3%+4.0pp | 76.9%+2.5pp | 70.2%+9.1pp |
| Annual return | 20.46% | 31.27%-10.8pp | 28.19%-7.7pp | 29.38%-8.9pp |
| Employer contribution / active EE | $2,716 | $1,822+49.0% | $2,521+7.7% | $2,177+24.8% |
| Participant deferral / active EE | $6,206 | $3,388+83.2% | $4,049+53.3% | $3,514+76.6% |
| Admin fee / account holder | $12 | $520-97.7% | $7,497-99.8% | $847-98.6% |