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: SECURITIES AMERICA Service code 71 421 PENBROOKE DRIVE · PENFIELD, NY 14526 | Brokerage Fees | $24,906 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,244 | $65,435-3.3% | $86,677-27.0% | $66,914-5.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -16.64% | -10.89%-5.8pp | 35.91%-52.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,051 | $2,153-4.7% | $2,836-27.7% | $2,544-19.4% |
| Participant deferral / active EE | $3,199 | $4,100-22.0% | $4,656-31.3% | $4,237-24.5% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |