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, INC Service code 27 12325 PORT GRACE BLVD. · LAVISTA, NE 68128 | Advisory (Plan) | $26,041 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $24,706 |
DZH PHILLIPS LLP2+ years Service code 10 · EIN 94-3208058 | Accounting | $12,600 |
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 | $51,238 | $107,378-52.3% | $108,579-52.8% | $57,658-11.1% |
| Participation rate | 73.4% | 77.1%-3.7pp | 79.6%-6.2pp | 70.2%+3.1pp |
| Annual return | 7.71% | 12.80%-5.1pp | -51.70%+59.4pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,580 | $1,782-11.3% | $3,758-58.0% | $1,974-19.9% |
| Participant deferral / active EE | $4,771 | $3,221+48.1% | $4,311+10.7% | $3,061+55.9% |
| Admin fee / account holder | $218 | $108+101.3% | $7,645-97.1% | $95+131.1% |