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 13 · EIN 35-0472300 | Contract Administrator | $23,984 |
SECURITIES AMERICA INC4 years Service code 27 · EIN 11-2551174 | Advisory (Plan) | $11,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,911 | $62,624+16.4% | $177,989-59.0% | $77,643-6.1% |
| Participation rate | 52.2% | 66.8%-14.6pp | 77.1%-24.8pp | 70.6%-18.3pp |
| Annual return | 14.87% | 16.16%-1.3pp | 294.48%-279.6pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,789 | $1,909-6.3% | $3,949-54.7% | $2,726-34.4% |
| Participant deferral / active EE | $4,032 | $4,219-4.4% | $6,276-35.8% | $4,647-13.2% |
| Admin fee / account holder | $162 | $386-57.9% | $10,363-98.4% | $430-62.3% |