See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISOR INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $25,403 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,407 | $64,119-27.6% | $112,228-58.6% | $66,914-30.6% |
| Participation rate | 89.4% | 68.5%+20.9pp | 75.1%+14.4pp | 69.8%+19.6pp |
| Annual return | -15.93% | -13.81%-2.1pp | 27.45%-43.4pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,002 | $3,005-33.4% | $3,635-44.9% | $2,544-21.3% |
| Participant deferral / active EE | $5,029 | $3,693+36.2% | $4,728+6.4% | $4,237+18.7% |
| Admin fee / account holder | $248 | $625-60.3% | $6,410-96.1% | $593-58.2% |