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 INC1 year Filed as: SECURITIES AMERICA ADVISORS Service code 27 1255 TREAT BLVD. · WALNUT CREEK, CA 945977965 | Advisory (Plan) | $22,089 |
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Float revenue; Pa... | $5,421 |
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 | $64,154 | $80,753-20.6% | $136,294-52.9% | $62,292+3.0% |
| Participation rate | 93.5% | 73.5%+20.0pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 24.88% | 35.83%-11.0pp | 5155.94%-5131.1pp | 28.90%-4.0pp |
| Employer contribution / active EE | $1,844 | $2,884-36.1% | $4,695-60.7% | $2,042-9.7% |
| Participant deferral / active EE | $6,624 | $5,164+28.3% | $6,247+6.0% | $3,169+109.0% |
| Admin fee / account holder | $192 | $525-63.5% | $9,243-97.9% | $479-60.0% |