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 |
|---|---|---|
MUTUAL SECURITIES INC2 years Service code 55 · EIN 95-3703162 | Other Commissions | $20,766 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,415 | $73,404-44.9% | $87,100-53.6% | $67,579-40.2% |
| Participation rate | 51.0% | 80.9%-29.8pp | 76.9%-25.8pp | 71.3%-20.2pp |
| Annual return | 22.95% | 48.29%-25.3pp | 28.19%-5.2pp | 378.56%-355.6pp |
| Employer contribution / active EE | $1,365 | $2,014-32.2% | $2,521-45.9% | $2,148-36.5% |
| Participant deferral / active EE | $2,405 | $3,913-38.5% | $4,049-40.6% | $3,539-32.0% |
| Admin fee / account holder | $16 | $142-88.5% | $7,497-99.8% | $142-88.5% |