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 INC3 years Service code 55 · EIN 95-3703162 | Other Commissions | $13,296 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,398 |
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 | $46,384 | $79,519-41.7% | $95,952-51.7% | $73,409-36.8% |
| Participation rate | 53.3% | 81.2%-27.9pp | 77.1%-23.8pp | 72.2%-18.9pp |
| Annual return | 16.73% | 19.20%-2.5pp | 91.61%-74.9pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,332 | $2,048-34.9% | $2,541-47.6% | $2,234-40.3% |
| Participant deferral / active EE | $2,401 | $4,138-42.0% | $4,167-42.4% | $3,805-36.9% |
| Admin fee / account holder | $35 | $184-80.8% | $6,795-99.5% | $158-77.6% |