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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,834 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC Service code 49 · EIN 11-2551174 | Other Services | $28,043 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,157 | $76,050-26.2% | $96,544-41.8% | $71,457-21.4% |
| Participation rate | 93.3% | 74.4%+18.9pp | 76.0%+17.3pp | 67.9%+25.3pp |
| Annual return | 14.68% | 22.81%-8.1pp | 25.84%-11.2pp | 28.85%-14.2pp |
| Employer contribution / active EE | $1,133 | $2,244-49.5% | $2,965-61.8% | $2,588-56.2% |
| Participant deferral / active EE | $5,887 | $4,215+39.7% | $4,851+21.4% | $4,289+37.3% |
| Admin fee / account holder | $319 | $2,707-88.2% | $8,252-96.1% | $1,587-79.9% |