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 |
|---|---|---|
BELL ROCK CAPITAL, LLC1 year Filed as: BELL ROCK CAPITAL Service code 71 35568 AIRPORT ROAD · REHOBOTH BEACH, DE 19971 | Brokerage Fees | $35,844 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN FINANCIAL SERVICES Service code 55 | Other Commissions | $35,810 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC Service code 13 | Contract Administrator | $10,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO., Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,533 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC . Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,135 |
ADP BROKER-DEALER4+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $1,983 |
Filed as: LINCOLN SECURITES Service code 55 1 GRANITE PLACE · CONCORD, NH 03301 | Other Commissions | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
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 | $204,446 | $47,977+326.1% | $154,107+32.7% | $56,287+263.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.77% | 3.54%-9.3pp | 735.12%-740.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $5,670 | $2,169+161.4% | $5,298+7.0% | $2,111+168.6% |
| Participant deferral / active EE | $5,236 | $2,392+118.9% | $5,081+3.1% | $3,350+56.3% |
| Admin fee / account holder | $72 | $438-83.5% | $13,411-99.5% | $521-86.2% |