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 INC3+ years Service code 55 · EIN 11-2551174 | Other Commissions | $17,131 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
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 | $57,349 | $58,726-2.3% | $92,233-37.8% | $62,292-7.9% |
| Participation rate | 76.2% | 68.3%+7.8pp | 76.5%-0.3pp | 69.5%+6.7pp |
| Annual return | 15.39% | 43.62%-28.2pp | 176.28%-160.9pp | 28.90%-13.5pp |
| Employer contribution / active EE | $854 | $2,392-64.3% | $3,679-76.8% | $2,042-58.2% |
| Participant deferral / active EE | $2,678 | $2,766-3.2% | $3,897-31.3% | $3,169-15.5% |
| Admin fee / account holder | $1 | $556-99.8% | $5,194-100.0% | $479-99.8% |