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 INC4+ years Service code 55 · EIN 47-0648506 | Other Commissions | $19,229 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $51,985 | $55,449-6.2% | $83,848-38.0% | $56,287-7.6% |
| Participation rate | 83.5% | 68.0%+15.5pp | 76.1%+7.4pp | 69.9%+13.7pp |
| Annual return | -5.94% | -1.38%-4.6pp | 850.88%-856.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,099 | $2,430-54.8% | $3,631-69.7% | $2,111-47.9% |
| Participant deferral / active EE | $3,258 | $2,935+11.0% | $4,082-20.2% | $3,350-2.7% |
| Admin fee / account holder | $1 | $656-99.8% | $5,478-100.0% | $521-99.8% |