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 | $30,707 |
SECURITIES AMERICA INC4 years Filed as: AW SECURITIES Service code 55 8775 FOLSOM BLVD STE 100 · SACRAMENTO, CA 95826 | Other Commissions | $18,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,055 | $64,707+97.9% | $112,228+14.1% | $68,494+87.0% |
| Participation rate | 69.4% | 67.2%+2.2pp | 75.1%-5.7pp | 67.9%+1.5pp |
| Annual return | -19.31% | -11.40%-7.9pp | 27.45%-46.8pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,854 | $2,746-32.5% | $3,635-49.0% | $2,596-28.6% |
| Participant deferral / active EE | $6,037 | $3,565+69.4% | $4,728+27.7% | $4,027+49.9% |
| Admin fee / account holder | $458 | $5,232-91.2% | $6,410-92.9% | $5,403-91.5% |