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 INC6+ years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $15,884 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $11,144 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,416 |
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 | $102,280 | $73,638+38.9% | $95,952+6.6% | $73,488+39.2% |
| Participation rate | 79.7% | 76.2%+3.5pp | 77.1%+2.6pp | 70.7%+9.0pp |
| Annual return | 12.48% | 16.78%-4.3pp | 91.61%-79.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $2,775 | $1,863+48.9% | $2,541+9.2% | $2,270+22.2% |
| Participant deferral / active EE | $6,459 | $3,617+78.6% | $4,167+55.0% | $3,740+72.7% |
| Admin fee / account holder | $209 | $482-56.7% | $6,795-96.9% | $513-59.3% |