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 |
|---|---|---|
SECURITIES AMERICA INC3+ years Service code 55 · EIN 11-2551174 | Other Commissions | $19,434 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,933 | $48,064+1.8% | $78,778-37.9% | $69,631-29.7% |
| Participation rate | 66.5% | 61.6%+4.9pp | 69.2%-2.7pp | 70.7%-4.2pp |
| Annual return | 18.85% | 21.81%-3.0pp | 35.62%-16.8pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $403 | $744-45.8% | $1,986-79.7% | $2,032-80.2% |
| Participant deferral / active EE | $3,268 | $2,079+57.2% | $2,958+10.5% | $3,224+1.4% |
| Admin fee / account holder | $12 | $152-92.2% | $5,134-99.8% | $110-89.2% |