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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,750 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $167 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $101,680 | $81,537+24.7% | $149,718-32.1% | $69,631+46.0% |
| Participation rate | 84.4% | 86.1%-1.7pp | 87.1%-2.7pp | 70.7%+13.7pp |
| Annual return | 22.25% | 22.79%-0.5pp | 1501.63%-1479.4pp | 27571.02%-27548.8pp |
| Employer contribution / active EE | $4,837 | $3,239+49.3% | $5,445-11.2% | $2,032+138.0% |
| Participant deferral / active EE | $15,290 | $4,994+206.2% | $6,569+132.8% | $3,224+374.3% |
| Admin fee / account holder | $9 | $107-91.7% | $11,283-99.9% | $110-92.0% |