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 INC2+ years Filed as: BB&T SECURITIES, LLC Service code 15 · EIN 20-5817590 | Recordkeeping | $9,993 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $780 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $148,313 | $67,606+119.4% | $82,313+80.2% | $70,131+111.5% |
| Participation rate | 79.4% | 72.8%+6.6pp | 76.9%+2.5pp | 69.5%+9.8pp |
| Annual return | 18.18% | 21.57%-3.4pp | 25.88%-7.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,842 | $1,755+5.0% | $2,428-24.2% | $2,342-21.4% |
| Participant deferral / active EE | $6,517 | $2,987+118.2% | $3,706+75.9% | $3,332+95.6% |
| Admin fee / account holder | $117 | $4,512-97.4% | $5,608-97.9% | $4,645-97.5% |