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 INC4 years Filed as: SECURITIES AMERICA, INC Service code 27 · EIN 11-2551174 12325 PORT GRACE BLVD., · LAVISTA, NE 68128 | Advisory (Plan) | $29,369 |
THE VANGUARD GROUP, INC.4 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $28,284 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $12,249 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,940 | $56,485+59.2% | $185,823-51.6% | $86,799+3.6% |
| Participation rate | 96.9% | 65.5%+31.4pp | 81.7%+15.2pp | 72.3%+24.6pp |
| Annual return | 13.43% | 118.04%-104.6pp | 122.05%-108.6pp | 97.91%-84.5pp |
| Employer contribution / active EE | $2,681 | $1,843+45.5% | $5,167-48.1% | $2,405+11.5% |
| Participant deferral / active EE | $3,200 | $2,553+25.3% | $5,568-42.5% | $4,131-22.5% |
| Admin fee / account holder | $220 | $150+47.3% | $16,237-98.6% | $170+30.0% |