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 |
|---|---|---|
Service code 15 · EIN 36-3429599 | Recordkeeping | $11,121 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $645 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,512,845 | $89,652+19434.3% | $141,162+12306.2% | $65,185+26766.5% |
| Participation rate | 0.7% | 74.7%-74.0pp | 82.5%-81.7pp | 70.2%-69.5pp |
| Annual return | 22.09% | 32.79%-10.7pp | 71.39%-49.3pp | 29.38%-7.3pp |
| Employer contribution / active EE | $6,139 | $3,065+100.3% | $4,735+29.6% | $2,177+182.0% |
| Participant deferral / active EE | $5,364 | $5,691-5.7% | $6,709-20.0% | $3,514+52.7% |
| Admin fee / account holder | $11,766 | $569+1969.6% | $10,261+14.7% | $847+1289.0% |