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 | $15,268 |
Service code 37 · EIN 04-2647786 | Loan Processing | $369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,156 | $58,726+65.4% | $92,233+5.3% | $62,292+56.0% |
| Participation rate | 53.8% | 68.3%-14.6pp | 76.5%-22.7pp | 69.5%-15.7pp |
| Annual return | 18.46% | 43.62%-25.2pp | 176.28%-157.8pp | 28.90%-10.4pp |
| Employer contribution / active EE | $168 | $2,392-93.0% | $3,679-95.4% | $2,042-91.8% |
| Participant deferral / active EE | $2,344 | $2,766-15.3% | $3,897-39.9% | $3,169-26.1% |
| Admin fee / account holder | $5 | $556-99.1% | $5,194-99.9% | $479-98.9% |