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 |
|---|---|---|
SECURITIES AMERICA INC1+ years Service code 27 · EIN 11-2551174 | Advisory (Plan) | $11,084 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,623 | $30,979-59.3% | $67,711-81.4% | $59,188-78.7% |
| Participation rate | 28.0% | 40.5%-12.5pp | 67.5%-39.5pp | 69.4%-41.4pp |
| Annual return | 1.20% | -1.74%+2.9pp | 25.41%-24.2pp | 5.51%-4.3pp |
| Employer contribution / active EE | $232 | $807-71.3% | $2,559-90.9% | $2,098-88.9% |
| Participant deferral / active EE | $641 | $1,603-60.0% | $3,585-82.1% | $3,265-80.4% |
| Admin fee / account holder | $45 | $81-44.9% | $4,255-99.0% | $92-51.6% |