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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.
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| Provider | Service type | Compensation |
|---|---|---|
SAFEGUARD SECURITIES, INC.1+ years Service code 27 · EIN 23-2697799 | Advisory (Plan) | $1,186 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,904 | $70,002-54.4% | $115,037-72.3% | $52,331-39.0% |
| Participation rate | 85.7% | 72.1%+13.6pp | 81.4%+4.3pp | 68.1%+17.6pp |
| Annual return | 2.01% | 4.04%-2.0pp | 26.14%-24.1pp | 4.54%-2.5pp |
| Employer contribution / active EE | $452 | $2,715-83.4% | $4,608-90.2% | $1,882-76.0% |
| Participant deferral / active EE | $3,875 | $4,920-21.2% | $6,026-35.7% | $3,022+28.2% |
| Admin fee / account holder | $214 | $566-62.2% | $8,175-97.4% | $592-63.9% |