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 INC6+ years Service code 55 · EIN 47-0648506 | Other Commissions | $22,278 |
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 | $68,286 | $69,362-1.6% | $101,248-32.6% | $73,488-7.1% |
| Participation rate | 86.5% | 68.4%+18.1pp | 75.8%+10.6pp | 70.7%+15.8pp |
| Annual return | 12.78% | 18.46%-5.7pp | 46.47%-33.7pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,137 | $2,628-56.7% | $3,660-68.9% | $2,270-49.9% |
| Participant deferral / active EE | $3,446 | $3,300+4.4% | $4,370-21.1% | $3,740-7.8% |
| Admin fee / account holder | $1 | $704-99.8% | $5,945-100.0% | $513-99.8% |