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 INC2+ years Filed as: M&T SECURITIES Service code 55 285 DELAWARE AVE STE 2000 · BUFFALO, NY 14202 | Other Commissions | $22,641 |
Service code 37 · EIN 04-2647786 | Loan Processing | $944 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $132,259 | $52,884+150.1% | $84,750+56.1% | $55,167+139.7% |
| Participation rate | 78.0% | 67.5%+10.5pp | 76.6%+1.5pp | 69.0%+9.1pp |
| Annual return | 8.49% | 18.03%-9.5pp | 22.78%-14.3pp | 169.23%-160.7pp |
| Employer contribution / active EE | $3,246 | $2,233+45.4% | $3,574-9.2% | $1,963+65.4% |
| Participant deferral / active EE | $7,357 | $2,644+178.3% | $3,712+98.2% | $3,054+140.9% |
| Admin fee / account holder | $9 | $581-98.4% | $5,332-99.8% | $504-98.2% |