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 INC1 year Service code 27 · EIN 47-0648506 | Advisory (Plan) | $10,564 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,631 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,775 | $57,384-44.6% | $106,387-70.1% | $56,287-43.5% |
| Participation rate | 91.7% | 71.3%+20.3pp | 77.5%+14.2pp | 69.9%+21.8pp |
| Annual return | -11.40% | 5.91%-17.3pp | 0.25%-11.6pp | -9.96%-1.4pp |
| Employer contribution / active EE | $2,041 | $2,348-13.1% | $3,520-42.0% | $2,111-3.3% |
| Participant deferral / active EE | $3,799 | $3,7990% | $5,421-29.9% | $3,350+13.4% |
| Admin fee / account holder | $65 | $566-88.6% | $7,510-99.1% | $521-87.6% |