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 5-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 |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA INC. Service code 28 · EIN 11-2551174 | Investment Management | $75,345 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,729 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,015 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,008 | $50,127+59.6% | $149,673-46.5% | $80,160-0.2% |
| Participation rate | 93.6% | 64.3%+29.3pp | 78.8%+14.8pp | 72.9%+20.6pp |
| Annual return | 78.60% | 29.82%+48.8pp | 134.42%-55.8pp | 40.38%+38.2pp |
| Employer contribution / active EE | $2,068 | $1,865+10.9% | $4,818-57.1% | $2,978-30.5% |
| Participant deferral / active EE | $6,082 | $3,194+90.4% | $5,680+7.1% | $5,017+21.2% |
| Admin fee / account holder | $39 | $153-74.6% | $13,210-99.7% | $145-73.2% |