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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $175,092 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $31,584 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $954 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $272,007 | $96,458+182.0% | $136,294+99.6% | $77,958+248.9% |
| Participation rate | 85.5% | 75.4%+10.1pp | 81.9%+3.6pp | 71.6%+13.8pp |
| Annual return | 15.85% | 23.78%-7.9pp | 5155.94%-5140.1pp | 20.87%-5.0pp |
| Employer contribution / active EE | $4,970 | $3,144+58.1% | $4,695+5.9% | $2,310+115.1% |
| Participant deferral / active EE | $10,596 | $5,902+79.5% | $6,247+69.6% | $3,537+199.6% |
| Admin fee / account holder | $54 | $80-32.5% | $9,243-99.4% | $97-44.2% |