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 INC5+ years Service code 55 · EIN 47-0648506 | Other Commissions | $20,543 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
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 | $60,777 | $63,114-3.7% | $92,893-34.6% | $65,185-6.8% |
| Participation rate | 80.4% | 68.8%+11.7pp | 76.0%+4.4pp | 70.2%+10.2pp |
| Annual return | 20.47% | 28.75%-8.3pp | 109.41%-88.9pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,120 | $2,571-56.4% | $3,653-69.3% | $2,177-48.6% |
| Participant deferral / active EE | $3,215 | $3,108+3.4% | $4,236-24.1% | $3,514-8.5% |
| Admin fee / account holder | $1 | $624-99.8% | $5,794-100.0% | $847-99.8% |