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 INC1+ years Service code 55 · EIN 11-2551174 | Other Commissions | $19,479 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
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 | $52,342 | $50,464+3.7% | $75,781-30.9% | $52,3310% |
| Participation rate | 76.7% | 66.8%+9.9pp | 75.8%+0.8pp | 68.1%+8.6pp |
| Annual return | -1.37% | 1.03%-2.4pp | 9.68%-11.1pp | 4.54%-5.9pp |
| Employer contribution / active EE | $771 | $1,988-61.2% | $3,323-76.8% | $1,882-59.0% |
| Participant deferral / active EE | $2,327 | $2,570-9.5% | $3,651-36.3% | $3,022-23.0% |
| Admin fee / account holder | $1 | $1,103-99.9% | $5,299-100.0% | $592-99.9% |