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 |
|---|---|---|
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $27,518 |
G&S CAPITAL LLC2 years Filed as: G&S CAPITAL Service code 12 6501 E.BELLEVIEW AVE., STE 110 · ENGLEWOOD, CO 80120 | Sub-transfer agency fees; Direct paym... | $22,265 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,466 | $65,041+88.3% | $90,951+34.7% | $79,858+53.4% |
| Participation rate | 78.2% | 61.6%+16.6pp | 69.0%+9.2pp | 69.6%+8.6pp |
| Annual return | 12.02% | 30.45%-18.4pp | 134.60%-122.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,700 | $1,247+36.3% | $2,122-19.9% | $2,471-31.2% |
| Participant deferral / active EE | $3,805 | $2,512+51.5% | $3,373+12.8% | $3,740+1.7% |
| Admin fee / account holder | $572 | $4,536-87.4% | $5,959-90.4% | $5,306-89.2% |