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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 PO BOX 502533 · SAN DIEGO, CA 91250 | Advisory (Plan) | $31,445 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $10,008 |
STEPHEN HORN INSURANCE SERVICES4+ years Filed as: STEPHEN ELDRIDGE & COMPANY Service code 13 686CHESTNUT STREET · MANCHESTER, NH 03104 | Contract Administrator | $8,250 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $7 |
BAKER NEWMAN NOYES2 years Filed as: BAKER NEWMAN & NOYES, LLC Service code 99 PO BOX 507 · PORTLAND, ME 041120507 | Other Fees | $0 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE INC. Service code 33 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,383 | $76,000+40.0% | $154,107-31.0% | $64,186+65.7% |
| Participation rate | 84.9% | 70.4%+14.5pp | 83.0%+1.8pp | 69.6%+15.3pp |
| Annual return | -4.66% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,246 | $3,351-33.0% | $5,298-57.6% | $2,381-5.7% |
| Participant deferral / active EE | $4,152 | $3,175+30.8% | $5,081-18.3% | $3,470+19.7% |
| Admin fee / account holder | $461 | $5,596-91.8% | $13,411-96.6% | $4,888-90.6% |