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 |
|---|---|---|
TFO-TDC, LLC1 year Filed as: TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $50,382 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,050 |
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.)
Annual investment return 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 | $34,398 | $65,118-47.2% | $76,768-55.2% | $55,725-38.3% |
| Participation rate | 70.4% | 79.6%-9.3pp | 77.0%-6.6pp | 70.9%-0.5pp |
| Annual return | -8.40% | -1.27%-7.1pp | 2.43%-10.8pp | 244.93%-253.3pp |
| Employer contribution / active EE | $469 | $1,941-75.8% | $2,485-81.1% | $2,078-77.4% |
| Participant deferral / active EE | $2,370 | $3,688-35.7% | $3,852-38.5% | $3,356-29.4% |
| Admin fee / account holder | $319 | $116+175.2% | $6,675-95.2% | $115+176.9% |