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 |
|---|---|---|
INVESTMENT CENTERS OF AMERICA3+ years Filed as: INVESTMENT CENTERS OF AMERICA, INC. Service code 27 301 N. MAIN · TAYLOR, TX 76574 | Advisory (Plan) | $16,258 |
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Participant loan ... | $13,623 |
WITHUMSMITH+BROWN, PC3+ years Filed as: ADAMS, BROWN, BERAN & BALL Service code 10 · EIN 48-1040139 | Accounting | $5,400 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,781 | $64,954-68.0% | $115,752-82.0% | $62,292-66.6% |
| Participation rate | 44.8% | 73.0%-28.2pp | 77.8%-33.0pp | 69.5%-24.7pp |
| Annual return | 10.16% | 24.87%-14.7pp | 19.41%-9.3pp | 28.90%-18.7pp |
| Employer contribution / active EE | $0 | $2,344-100.0% | $3,492-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $385 | $3,665-89.5% | $5,204-92.6% | $3,169-87.9% |
| Admin fee / account holder | $323 | $414-21.9% | $6,278-94.9% | $479-32.6% |