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 INC1 year Service code 55 · EIN 47-0648506 | Other Commissions | $109,059 |
Service code 55 · EIN 38-3023534 | Other Commissions | $20,747 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,088 |
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 | $65,475 | $56,443+16.0% | $83,848-21.9% | $55,725+17.5% |
| Participation rate | 76.7% | 72.0%+4.7pp | 76.1%+0.6pp | 70.9%+5.9pp |
| Annual return | -6.48% | 393.67%-400.2pp | 850.88%-857.4pp | 244.93%-251.4pp |
| Employer contribution / active EE | $2,009 | $2,682-25.1% | $3,631-44.7% | $2,078-3.3% |
| Participant deferral / active EE | $4,944 | $2,965+66.7% | $4,082+21.1% | $3,356+47.3% |
| Admin fee / account holder | $5 | $156-97.0% | $5,478-99.9% | $115-95.9% |