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 Service code 55 · EIN 47-0648506 | Other Commissions | $150,621 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,901 |
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 | $78,725 | $91,517-14.0% | $101,248-22.2% | $73,409+7.2% |
| Participation rate | 81.4% | 73.8%+7.6pp | 75.8%+5.6pp | 72.2%+9.2pp |
| Annual return | 16.96% | 17.17%-0.2pp | 46.47%-29.5pp | 59.29%-42.3pp |
| Employer contribution / active EE | $2,096 | $2,877-27.1% | $3,660-42.7% | $2,234-6.1% |
| Participant deferral / active EE | $5,276 | $3,338+58.0% | $4,370+20.7% | $3,805+38.6% |
| Admin fee / account holder | $6 | $216-97.1% | $5,945-99.9% | $158-96.0% |