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, LLC3 years Filed as: TDC LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $48,662 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,256 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,209 | $79,519-50.7% | $95,952-59.1% | $73,409-46.6% |
| Participation rate | 68.7% | 81.2%-12.5pp | 77.1%-8.4pp | 72.2%-3.5pp |
| Annual return | 9.20% | 19.20%-10.0pp | 91.61%-82.4pp | 59.29%-50.1pp |
| Employer contribution / active EE | $187 | $2,048-90.9% | $2,541-92.7% | $2,234-91.6% |
| Participant deferral / active EE | $1,989 | $4,138-51.9% | $4,167-52.3% | $3,805-47.7% |
| Admin fee / account holder | $306 | $184+66.1% | $6,795-95.5% | $158+93.9% |