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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,193 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC. Service code 27 · EIN 11-2551174 | Advisory (Plan) | $31,528 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $10,964 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,662 | $185,342-78.6% | $111,297-64.4% | $86,799-54.3% |
| Participation rate | 59.8% | 81.0%-21.2pp | 77.3%-17.5pp | 72.3%-12.5pp |
| Annual return | 11.52% | 500.80%-489.3pp | 54.65%-43.1pp | 97.91%-86.4pp |
| Employer contribution / active EE | $575 | $2,246-74.4% | $2,731-79.0% | $2,405-76.1% |
| Participant deferral / active EE | $1,548 | $4,458-65.3% | $4,487-65.5% | $4,131-62.5% |
| Admin fee / account holder | $131 | $255-48.9% | $7,964-98.4% | $170-23.0% |