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 INC3+ years Filed as: SECURITIES SERVICE NETWORK Service code 55 · EIN 47-0913470 | Other Commissions | $15,454 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,213 |
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 | $45,980 | $63,299-27.4% | $91,001-49.5% | $62,292-26.2% |
| Participation rate | 56.2% | 73.3%-17.1pp | 75.6%-19.4pp | 69.5%-13.3pp |
| Annual return | 15.48% | 20.99%-5.5pp | 4.60%+10.9pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,072 | $1,807-40.7% | $2,456-56.3% | $2,042-47.5% |
| Participant deferral / active EE | $2,680 | $2,943-8.9% | $3,547-24.5% | $3,169-15.4% |
| Admin fee / account holder | $14 | $468-97.1% | $5,417-99.7% | $479-97.2% |