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 |
|---|---|---|
INTERSECURITIES INS AGENCY INC1+ years Service code 53 PO BOX 9053 · CLEARWATER, FL 33758 | Insurance Commissions | $22,538 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,452 | $57,108+12.9% | $94,224-31.6% | $52,331+23.2% |
| Participation rate | 93.8% | 72.9%+20.9pp | 78.8%+15.1pp | 68.1%+25.7pp |
| Annual return | -2.21% | 1.47%-3.7pp | 10.68%-12.9pp | 4.54%-6.7pp |
| Employer contribution / active EE | $1,768 | $1,735+1.9% | $3,587-50.7% | $1,882-6.1% |
| Participant deferral / active EE | $4,389 | $3,040+44.4% | $4,320+1.6% | $3,022+45.2% |
| Admin fee / account holder | $10 | $546-98.2% | $6,269-99.8% | $592-98.3% |