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 INC2+ years Service code 27 · EIN 11-2551174 | Advisory (Plan) | $14,297 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,500 |
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 | $13,719 | $31,370-56.3% | $74,583-81.6% | $63,975-78.6% |
| Participation rate | 35.0% | 42.6%-7.6pp | 68.1%-33.1pp | 71.1%-36.1pp |
| Annual return | 9.93% | -105.16%+115.1pp | 20.47%-10.5pp | 48.65%-38.7pp |
| Employer contribution / active EE | $332 | $822-59.6% | $2,525-86.8% | $2,182-84.8% |
| Participant deferral / active EE | $959 | $1,560-38.5% | $3,458-72.3% | $3,356-71.4% |
| Admin fee / account holder | $43 | $77-43.8% | $4,138-99.0% | $70-38.8% |