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: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $44,071 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,317 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $18,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,169 | $74,347-1.6% | $93,606-21.8% | $67,579+8.3% |
| Participation rate | 61.6% | 80.6%-19.0pp | 75.8%-14.2pp | 71.3%-9.7pp |
| Annual return | 63.29% | 28.07%+35.2pp | 32.76%+30.5pp | 378.56%-315.3pp |
| Employer contribution / active EE | $1,784 | $2,583-30.9% | $2,718-34.3% | $2,148-16.9% |
| Participant deferral / active EE | $3,176 | $4,060-21.8% | $4,069-21.9% | $3,539-10.3% |
| Admin fee / account holder | $129 | $123+5.2% | $7,888-98.4% | $142-9.3% |