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 INC2+ years Service code 53 PO BOX 9053 · CLEARWATER, FL 33758 | Insurance Commissions | $22,532 |
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 | $65,929 | $63,924+3.1% | $108,579-39.3% | $55,167+19.5% |
| Participation rate | 93.9% | 74.3%+19.5pp | 79.6%+14.3pp | 69.0%+24.9pp |
| Annual return | 4.63% | 15.31%-10.7pp | -51.70%+56.3pp | 169.23%-164.6pp |
| Employer contribution / active EE | $1,913 | $1,879+1.8% | $3,758-49.1% | $1,963-2.5% |
| Participant deferral / active EE | $3,910 | $3,067+27.5% | $4,311-9.3% | $3,054+28.0% |
| Admin fee / account holder | $30 | $618-95.2% | $7,645-99.6% | $504-94.1% |