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 7-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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,221 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,529 | $54,573-84.4% | $90,951-90.6% | $73,488-88.4% |
| Participation rate | 84.2% | 61.2%+23.1pp | 69.0%+15.2pp | 70.7%+13.6pp |
| Annual return | 22.61% | 16.69%+5.9pp | 134.60%-112.0pp | 28.51%-5.9pp |
| Employer contribution / active EE | $461 | $991-53.5% | $2,122-78.3% | $2,270-79.7% |
| Participant deferral / active EE | $3,345 | $2,517+32.9% | $3,373-0.8% | $3,740-10.6% |
| Admin fee / account holder | $36 | $521-93.1% | $5,959-99.4% | $513-93.0% |