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, LLC2 years Filed as: TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $48,877 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,467 |
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 | $40,151 | $73,404-45.3% | $87,100-53.9% | $67,579-40.6% |
| Participation rate | 71.9% | 80.9%-8.9pp | 76.9%-4.9pp | 71.3%+0.6pp |
| Annual return | 20.21% | 48.29%-28.1pp | 28.19%-8.0pp | 378.56%-358.3pp |
| Employer contribution / active EE | $842 | $2,014-58.2% | $2,521-66.6% | $2,148-60.8% |
| Participant deferral / active EE | $2,432 | $3,913-37.8% | $4,049-39.9% | $3,539-31.3% |
| Admin fee / account holder | $278 | $142+96.0% | $7,497-96.3% | $142+95.0% |