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 Filed as: SECURITIES AMERICA, INC Service code 27 12325 PORT GRACE BLVD. · LAVISTA, NE 68128 | Advisory (Plan) | $30,773 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $25,255 |
DZH PHILLIPS LLP3+ years Service code 10 · EIN 26-4677183 | Accounting | $13,100 |
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 | $55,439 | $71,666-22.6% | $117,854-53.0% | $69,631-20.4% |
| Participation rate | 62.9% | 77.5%-14.6pp | 79.7%-16.8pp | 70.7%-7.8pp |
| Annual return | 18.01% | 18.86%-0.8pp | 335.08%-317.1pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,410 | $1,889-25.4% | $3,786-62.8% | $2,032-30.6% |
| Participant deferral / active EE | $4,214 | $3,340+26.2% | $4,482-6.0% | $3,224+30.7% |
| Admin fee / account holder | $199 | $120+65.6% | $8,020-97.5% | $110+80.4% |