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 INC7 years Service code 27 · EIN 11-3104524 | Advisory (Plan) | $30,270 |
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $14,769 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,185 | $54,701-39.3% | $86,188-61.5% | $71,457-53.6% |
| Participation rate | 91.8% | 60.1%+31.7pp | 69.0%+22.8pp | 67.9%+23.9pp |
| Annual return | 14.11% | 20.06%-6.0pp | 1168.45%-1154.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $372 | $1,265-70.6% | $2,380-84.4% | $2,588-85.6% |
| Participant deferral / active EE | $2,468 | $3,108-20.6% | $3,985-38.1% | $4,289-42.4% |
| Admin fee / account holder | $228 | $1,922-88.1% | $6,852-96.7% | $1,587-85.6% |