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 Filed as: SECURITIES AMERICA ADVISORS SA Service code 15 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Recordkeeping | $13,888 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,350 |
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 | $29,267 | $54,762-46.6% | $90,281-67.6% | $72,985-59.9% |
| Participation rate | 84.7% | 65.1%+19.5pp | 73.3%+11.4pp | 69.5%+15.2pp |
| Annual return | 21.16% | 30.63%-9.5pp | 78.10%-56.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,333 | $2,092-36.3% | $2,854-53.3% | $2,440-45.4% |
| Participant deferral / active EE | $1,891 | $2,887-34.5% | $3,885-51.3% | $3,607-47.6% |
| Admin fee / account holder | $290 | $3,972-92.7% | $5,351-94.6% | $5,124-94.3% |