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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TFO-TDC, LLC2 years Filed as: TFO WEALTH PARTNERS LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $64,214 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $53,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,383 | $98,727-44.9% | $113,168-51.9% | $85,563-36.4% |
| Participation rate | 63.6% | 80.8%-17.2pp | 76.6%-13.0pp | 66.0%-2.4pp |
| Annual return | 16.77% | 17.43%-0.7pp | 24.27%-7.5pp | 31.51%-14.7pp |
| Employer contribution / active EE | $1,028 | $2,907-64.6% | $2,975-65.5% | $2,654-61.3% |
| Participant deferral / active EE | $2,977 | $5,424-45.1% | $5,107-41.7% | $4,375-32.0% |
| Admin fee / account holder | $405 | $357+13.5% | $12,068-96.6% | $834-51.5% |