See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 15 · EIN 47-0648506 | Recordkeeping | $18,728 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,807 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,873 | $72,607-57.5% | $90,749-66.0% | $66,914-53.9% |
| Participation rate | 68.6% | 73.7%-5.1pp | 75.7%-7.1pp | 69.8%-1.2pp |
| Annual return | -16.24% | -12.28%-4.0pp | -12.16%-4.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,374 | $2,369-42.0% | $2,921-53.0% | $2,544-46.0% |
| Participant deferral / active EE | $4,234 | $3,977+6.5% | $4,564-7.2% | $4,237-0.1% |
| Admin fee / account holder | $161 | $707-77.3% | $8,445-98.1% | $593-72.9% |