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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,703 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $48 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,730 | $49,451-72.2% | $79,550-82.7% | $66,914-79.5% |
| Participation rate | 88.7% | 61.3%+27.3pp | 69.5%+19.2pp | 69.8%+18.9pp |
| Annual return | -19.22% | 84.25%-103.5pp | 0.16%-19.4pp | 1.58%-20.8pp |
| Employer contribution / active EE | $1,576 | $1,266+24.5% | $2,413-34.7% | $2,544-38.1% |
| Participant deferral / active EE | $4,846 | $3,159+53.4% | $3,985+21.6% | $4,237+14.4% |
| Admin fee / account holder | $60 | $595-89.9% | $6,832-99.1% | $593-89.9% |