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 64 · EIN 71-0294708 | Recordkeeping Fees | $24,951 |
SECURITIES AMERICA INC2 years Filed as: AW SECURITIES Service code 55 8775 FOLSOM BOULEVARD · SACRAMENTO, CA 95826 | Other Commissions | $19,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $184,412 | $69,362+165.9% | $101,248+82.1% | $73,488+150.9% |
| Participation rate | 11.3% | 68.4%-57.1pp | 75.8%-64.6pp | 70.7%-59.4pp |
| Annual return | 18.77% | 18.46%+0.3pp | 46.47%-27.7pp | 28.51%-9.7pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $815 | $3,300-75.3% | $4,370-81.3% | $3,740-78.2% |
| Admin fee / account holder | $402 | $704-42.8% | $5,945-93.2% | $513-21.6% |