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 |
|---|---|---|
GLOBAL KEY MANAGEMENT, LLC1+ years Service code 27 8751 W CHARLESTON BLVD STE 120 · LAS VEGAS, NV 89117 | Advisory (Plan) | $9,106 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,575 |
TD AMERITRADE, INC.2+ years Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $340 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 · EIN 26-4310632 | Other Services | $19 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
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 | $41,510 | $76,552-45.8% | $123,892-66.5% | $62,891-34.0% |
| Participation rate | 84.6% | 73.0%+11.6pp | 81.4%+3.2pp | 69.3%+15.3pp |
| Annual return | 7.78% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,118 | $2,883-61.2% | $4,617-75.8% | $2,281-51.0% |
| Participant deferral / active EE | $5,659 | $4,840+16.9% | $5,984-5.4% | $3,203+76.7% |
| Admin fee / account holder | $98 | $4,826-98.0% | $8,357-98.8% | $4,296-97.7% |