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 Filed as: SECURITIES AMERICA ADVISOR INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $22,669 |
Filed as: ANASTASI MOORE & MARTIN PLLC Service code 10 · EIN 20-8149084 | Accounting | $7,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,570 | $72,607+13.7% | $90,749-9.0% | $66,914+23.4% |
| Participation rate | 41.4% | 73.7%-32.3pp | 75.7%-34.3pp | 69.8%-28.4pp |
| Annual return | -15.37% | -12.28%-3.1pp | -12.16%-3.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $411 | $2,369-82.6% | $2,921-85.9% | $2,544-83.8% |
| Participant deferral / active EE | $3,362 | $3,977-15.5% | $4,564-26.3% | $4,237-20.6% |
| Admin fee / account holder | $459 | $707-35.0% | $8,445-94.6% | $593-22.6% |