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 |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,518 |
TD AMERITRADE, INC.3 years Service code 33 200 S 108TH AVE · OMAHA, NE 68154 | Securities brokerage; Shareholder ser... | $25 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $158,771 | $67,016+136.9% | $81,983+93.7% | - |
| Participation rate | 99.1% | 66.2%+32.9pp | 69.2%+29.9pp | - |
| Annual return | 14.63% | 14.69%-0.1pp | 41.31%-26.7pp | - |
| Employer contribution / active EE | $7,013 | $1,784+293.1% | $2,498+180.7% | - |
| Participant deferral / active EE | $6,521 | $3,096+110.6% | $3,722+75.2% | - |
| Admin fee / account holder | $3 | $2,739-99.9% | $5,664-100.0% | - |