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 |
|---|---|---|
UNITED ASSET STRATEGIES INC6 years Service code 27 · EIN 11-3104524 | Advisory (Plan) | $31,843 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $8,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,359 | $49,451-56.8% | $79,550-73.1% | $66,914-68.1% |
| Participation rate | 92.3% | 61.3%+31.0pp | 69.5%+22.8pp | 69.8%+22.5pp |
| Annual return | -16.42% | 84.25%-100.7pp | 0.16%-16.6pp | 1.58%-18.0pp |
| Employer contribution / active EE | $369 | $1,266-70.8% | $2,413-84.7% | $2,544-85.5% |
| Participant deferral / active EE | $2,497 | $3,159-20.9% | $3,985-37.3% | $4,237-41.1% |
| Admin fee / account holder | $143 | $595-75.9% | $6,832-97.9% | $593-75.9% |