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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,008 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC. Service code 22 · EIN 11-2551174 | Insurance Broker | $8,193 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,484 | $55,415-36.0% | $155,509-77.2% | $74,495-52.4% |
| Participation rate | 72.8% | 61.9%+10.9pp | 78.2%-5.4pp | 67.2%+5.6pp |
| Annual return | 13.95% | 268.50%-254.5pp | 64.67%-50.7pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,973 | $2,267-13.0% | $4,672-57.8% | $2,623-24.8% |
| Participant deferral / active EE | $4,736 | $2,836+67.0% | $5,626-15.8% | $4,346+9.0% |
| Admin fee / account holder | $154 | $1,738-91.1% | $15,912-99.0% | $1,942-92.1% |