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 INC6+ years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $42,605 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $126,687 | $78,419+61.6% | $133,956-5.4% | $73,409+72.6% |
| Participation rate | 28.9% | 78.6%-49.7pp | 79.8%-50.9pp | 72.2%-43.3pp |
| Annual return | 13.99% | 33.35%-19.4pp | 45.09%-31.1pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,055 | $2,044-48.4% | $3,919-73.1% | $2,234-52.8% |
| Participant deferral / active EE | $1,871 | $3,925-52.3% | $5,048-62.9% | $3,805-50.8% |
| Admin fee / account holder | $176 | $161+9.3% | $8,927-98.0% | $158+11.7% |