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 37 · EIN 04-2647786 | Loan Processing | $16,493 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISOR INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $13,658 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,117 | $89,436-0.4% | $164,813-45.9% | $77,643+14.8% |
| Participation rate | 71.6% | 78.6%-7.0pp | 78.6%-7.0pp | 70.6%+1.1pp |
| Annual return | 17.44% | 28.83%-11.4pp | 69.93%-52.5pp | 31.24%-13.8pp |
| Employer contribution / active EE | $1,477 | $2,569-42.5% | $4,341-66.0% | $2,726-45.8% |
| Participant deferral / active EE | $4,642 | $4,897-5.2% | $6,031-23.0% | $4,647-0.1% |
| Admin fee / account holder | $89 | $339-73.9% | $12,690-99.3% | $430-79.4% |