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 |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP, INC. Service code 33 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Sub-transfer agency fees; Shareholder... | $19,646 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE INSTITUTIONAL Service code 60 7801 MESQUITE BEND DRIVE, SUITE 112 · IRVING, TX 750636043 | Sub-TA Fees | $493 |
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 | $439,822 | $75,388+483.4% | $123,544+256.0% | $55,725+689.3% |
| Participation rate | 92.6% | 75.7%+16.9pp | 82.3%+10.3pp | 70.9%+21.7pp |
| Annual return | -2.54% | 4.48%-7.0pp | 119.20%-121.7pp | 244.93%-247.5pp |
| Employer contribution / active EE | $10,615 | $3,063+246.5% | $4,628+129.4% | $2,078+410.8% |
| Participant deferral / active EE | $7,738 | $5,651+36.9% | $6,426+20.4% | $3,356+130.6% |
| Admin fee / account holder | $57 | $120-52.2% | $9,284-99.4% | $115-50.3% |