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: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $85,207 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,123 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,015 | $221,442-84.6% | $92,233-63.1% | $77,958-56.4% |
| Participation rate | 85.4% | 79.6%+5.7pp | 76.5%+8.9pp | 71.6%+13.7pp |
| Annual return | 17.17% | 15.65%+1.5pp | 176.28%-159.1pp | 20.87%-3.7pp |
| Employer contribution / active EE | $704 | $3,226-78.2% | $3,679-80.9% | $2,310-69.5% |
| Participant deferral / active EE | $3,955 | $2,779+42.3% | $3,897+1.5% | $3,537+11.8% |
| Admin fee / account holder | $9 | $210-95.6% | $5,194-99.8% | $97-90.6% |