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 INC3+ years Service code 27 · EIN 11-2551174 | Advisory (Plan) | $14,538 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,454 | $43,717-64.7% | $81,478-81.0% | $77,958-80.2% |
| Participation rate | 38.7% | 42.5%-3.8pp | 68.0%-29.3pp | 71.6%-33.0pp |
| Annual return | 21.94% | 23.83%-1.9pp | 38.78%-16.8pp | 20.87%+1.1pp |
| Employer contribution / active EE | $370 | $919-59.7% | $2,568-85.6% | $2,310-84.0% |
| Participant deferral / active EE | $1,121 | $1,783-37.2% | $3,537-68.3% | $3,537-68.3% |
| Admin fee / account holder | $34 | $108-68.6% | $4,561-99.3% | $97-65.2% |