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 |
|---|---|---|
ALLWORTH FINANCIAL1 year Service code 27 · EIN 68-0372662 | Advisory (Plan) | $55,629 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $46,526 |
POMARES & CO.8 years Service code 10 · EIN 94-1538492 | Accounting | $18,546 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA ADVISOR INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $10,010 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,825 | $48,669+51.7% | $93,654-21.2% | $199,768-63.0% |
| Participation rate | 41.6% | 63.7%-22.0pp | 68.7%-27.1pp | 72.0%-30.4pp |
| Annual return | 14.25% | 15.38%-1.1pp | 133.34%-119.1pp | 34.26%-20.0pp |
| Employer contribution / active EE | $335 | $1,137-70.5% | $2,421-86.2% | $3,037-89.0% |
| Participant deferral / active EE | $3,717 | $2,823+31.7% | $4,413-15.8% | $5,090-27.0% |
| Admin fee / account holder | $198 | $195+1.6% | $8,282-97.6% | $269-26.4% |