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 |
|---|---|---|
USCA SECURITIES LLC1 year Filed as: USCA SECURITIES Service code 70 · EIN 22-3696585 | Consulting Fees | $7,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $20,613 | $33,067-37.7% | $76,523-73.1% | $56,287-63.4% |
| Participation rate | 49.3% | 55.4%-6.1pp | 68.0%-18.7pp | 69.9%-20.6pp |
| Annual return | -13.33% | 2.72%-16.0pp | -0.27%-13.1pp | -9.96%-3.4pp |
| Employer contribution / active EE | $2,222 | $1,200+85.1% | $2,647-16.1% | $2,111+5.3% |
| Participant deferral / active EE | $3,646 | $2,240+62.8% | $3,835-4.9% | $3,350+8.8% |
| Admin fee / account holder | $117 | $537-78.2% | $4,848-97.6% | $521-77.6% |