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 9-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 27 · EIN 16-1263079 | Advisory (Plan) | $10,885 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,073 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,641 | $31,679-9.6% | $74,701-61.7% | $65,185-56.1% |
| Participation rate | 26.4% | 40.4%-13.9pp | 54.5%-28.0pp | 70.2%-43.8pp |
| Annual return | 23.83% | 39.04%-15.2pp | 752.92%-729.1pp | 29.38%-5.6pp |
| Employer contribution / active EE | $531 | $566-6.2% | $1,084-51.0% | $2,177-75.6% |
| Participant deferral / active EE | $925 | $1,191-22.3% | $1,964-52.9% | $3,514-73.7% |
| Admin fee / account holder | $248 | $379-34.5% | $3,333-92.6% | $847-70.7% |