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 | $17,578 |
Service code 37 · EIN 04-2647786 | Loan Processing | $425 |
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).
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 | $84,900 | $55,449+53.1% | $83,848+1.3% | $56,287+50.8% |
| Participation rate | 49.6% | 68.0%-18.4pp | 76.1%-26.5pp | 69.9%-20.2pp |
| Annual return | -6.90% | -1.38%-5.5pp | 850.88%-857.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $354 | $2,430-85.4% | $3,631-90.2% | $2,111-83.2% |
| Participant deferral / active EE | $2,299 | $2,935-21.7% | $4,082-43.7% | $3,350-31.4% |
| Admin fee / account holder | $5 | $656-99.2% | $5,478-99.9% | $521-99.0% |