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 | $66,592 |
SECURITIES AMERICA INC6 years Filed as: SECURITIES SERVICE NETWORK Service code 27 9729 COGDILL RD STE 301 · KNOXVILLE, TN 37932 | Advisory (Plan) | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,274 | $86,225-42.9% | $146,665-66.4% | $86,799-43.2% |
| Participation rate | 96.4% | 78.0%+18.4pp | 80.1%+16.3pp | 72.3%+24.1pp |
| Annual return | 15.60% | 31.23%-15.6pp | 22.74%-7.1pp | 97.91%-82.3pp |
| Employer contribution / active EE | $1,009 | $2,392-57.8% | $4,136-75.6% | $2,405-58.0% |
| Participant deferral / active EE | $5,078 | $4,245+19.6% | $5,506-7.8% | $4,131+22.9% |
| Admin fee / account holder | $129 | $195-34.0% | $10,280-98.7% | $170-23.9% |