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 INC2 years Filed as: SECURITIES AMERICA ADVISORS Service code 27 1255 TREAT BLVD. · WALNUT CREEK, CA 945977965 | Advisory (Plan) | $23,087 |
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Float r... | $18,256 |
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 | $64,242 | $73,102-12.1% | $123,544-48.0% | $56,287+14.1% |
| Participation rate | 97.2% | 74.3%+22.9pp | 82.3%+14.9pp | 69.9%+27.3pp |
| Annual return | -5.25% | 3.01%-8.3pp | 119.20%-124.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,376 | $2,977-20.2% | $4,628-48.7% | $2,111+12.5% |
| Participant deferral / active EE | $9,255 | $5,423+70.7% | $6,426+44.0% | $3,350+176.3% |
| Admin fee / account holder | $186 | $554-66.4% | $9,284-98.0% | $521-64.3% |