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 52 · EIN 04-1590850 | Indirect Investment Fees | $18,917 |
SECURITIES AMERICA INC1 year Filed as: M&T SECURITIES INC Service code 53 · EIN 16-1263079 | Insurance Commissions | $15,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,706 | $56,629+47.8% | $77,999+7.3% | $55,167+51.7% |
| Participation rate | 67.4% | 73.3%-5.9pp | 75.5%-8.1pp | 69.0%-1.6pp |
| Annual return | 20.76% | 2866.98%-2846.2pp | 425.96%-405.2pp | 169.23%-148.5pp |
| Employer contribution / active EE | $279 | $1,723-83.8% | $2,470-88.7% | $1,963-85.8% |
| Participant deferral / active EE | $4,604 | $2,777+65.8% | $3,497+31.7% | $3,054+50.7% |
| Admin fee / account holder | $182 | $467-61.0% | $5,480-96.7% | $504-63.9% |