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 ASSET GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $207,140 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $85,766 |
TD AMERITRADE, INC.3 years Service code 59 | Shareholder Servicing | $0 |
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 | $275,970 | $101,523+171.8% | $141,162+95.5% | $77,787+254.8% |
| Participation rate | 86.5% | 77.4%+9.2pp | 82.5%+4.1pp | 73.2%+13.3pp |
| Annual return | 22.45% | 56.22%-33.8pp | 71.39%-48.9pp | 32.57%-10.1pp |
| Employer contribution / active EE | $5,056 | $3,341+51.3% | $4,735+6.8% | $2,504+101.9% |
| Participant deferral / active EE | $11,136 | $6,434+73.1% | $6,709+66.0% | $3,967+180.7% |
| Admin fee / account holder | $80 | $92-12.8% | $10,261-99.2% | $100-20.2% |