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 INC1+ years Filed as: BB&T SECURITIES, LLC Service code 15 · EIN 20-5817590 | Recordkeeping | $5,000 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $645 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $126,021 | $60,349+108.8% | $74,183+69.9% | $62,891+100.4% |
| Participation rate | 78.1% | 72.7%+5.4pp | 76.6%+1.5pp | 69.3%+8.8pp |
| Annual return | 9.13% | 21.37%-12.2pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,886 | $1,680+12.3% | $2,370-20.4% | $2,281-17.3% |
| Participant deferral / active EE | $6,530 | $2,856+128.6% | $3,550+84.0% | $3,203+103.9% |
| Admin fee / account holder | $90 | $4,261-97.9% | $5,586-98.4% | $4,296-97.9% |