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 | $87,870+117.7% | $113,168+69.0% | $74,304+157.5% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 14.89% | 26.44%-11.6pp | 24.27%-9.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $5,987 | $2,277+162.9% | $2,975+101.2% | $2,241+167.1% |
| Participant deferral / active EE | $8,002 | $4,241+88.7% | $5,107+56.7% | $3,767+112.4% |
| Admin fee / account holder | $281 | $3,368-91.7% | $12,068-97.7% | $2,969-90.5% |