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 INC2+ years Filed as: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $37,076 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,383 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,795 | $75,284-13.9% | $91,001-28.8% | $69,631-6.9% |
| Participation rate | 70.7% | 80.4%-9.7pp | 75.6%-4.9pp | 70.7%0pp |
| Annual return | 287.85% | 48.40%+239.5pp | 4.60%+283.3pp | 27571.02%-27283.2pp |
| Employer contribution / active EE | $1,121 | $2,473-54.6% | $2,456-54.3% | $2,032-44.8% |
| Participant deferral / active EE | $3,118 | $3,700-15.7% | $3,547-12.1% | $3,224-3.3% |
| Admin fee / account holder | $28 | $111-74.7% | $5,417-99.5% | $110-74.7% |