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 INC4 years Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $42,472 |
CAPTIAL BANK AND TRUST1 year Filed as: CAPTIAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $34,803 |
RED BANK PENSION SERVICES, INC.7+ years Service code 13 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Contract Administrator | $15,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,553 | $46,292-44.8% | $143,757-82.2% | $64,808-60.6% |
| Participation rate | 99.7% | 64.2%+35.5pp | 80.3%+19.4pp | 71.5%+28.2pp |
| Annual return | -16.62% | -10.05%-6.6pp | -0.04%-16.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,205 | $1,910-36.9% | $4,951-75.7% | $2,506-51.9% |
| Participant deferral / active EE | $1,990 | $2,646-24.8% | $5,637-64.7% | $4,310-53.8% |
| Admin fee / account holder | $195 | $154+27.0% | $14,673-98.7% | $188+4.0% |