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 INC3+ years Filed as: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $55,941 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,109 | $65,223-6.3% | $80,019-23.6% | $55,725+9.7% |
| Participation rate | 67.8% | 80.6%-12.7pp | 75.8%-8.0pp | 70.9%-3.0pp |
| Annual return | 1.60% | 7.59%-6.0pp | 11.22%-9.6pp | 244.93%-243.3pp |
| Employer contribution / active EE | $1,131 | $2,544-55.6% | $2,468-54.2% | $2,078-45.6% |
| Participant deferral / active EE | $3,388 | $3,881-12.7% | $3,686-8.1% | $3,356+1.0% |
| Admin fee / account holder | $10 | $114-91.6% | $6,521-99.9% | $115-91.7% |