See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $83,598 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC Service code 49 · EIN 11-2551174 | Other Services | $22,281 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $7,851 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,287 | $79,171-31.4% | $102,423-47.0% | $74,495-27.1% |
| Participation rate | 90.8% | 74.8%+16.0pp | 76.5%+14.3pp | 67.2%+23.6pp |
| Annual return | 10.29% | 54.93%-44.6pp | 29.32%-19.0pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $3,450 | $2,362+46.0% | $3,023+14.1% | $2,623+31.5% |
| Participant deferral / active EE | $6,000 | $4,415+35.9% | $5,053+18.7% | $4,346+38.1% |
| Admin fee / account holder | $300 | $2,001-85.0% | $9,451-96.8% | $1,942-84.6% |