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 ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $45,758 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,298 | $85,515+123.7% | $112,040+70.7% | $67,986+181.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 14.89% | 29.68%-14.8pp | 24.52%-9.6pp | 31.67%-16.8pp |
| Employer contribution / active EE | $5,987 | $2,191+173.2% | $2,954+102.7% | $2,019+196.6% |
| Participant deferral / active EE | $8,002 | $4,014+99.3% | $5,098+57.0% | $3,358+138.3% |
| Admin fee / account holder | $281 | $3,774-92.6% | $12,098-97.7% | $3,203-91.2% |