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-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,250 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $187 |
ADP BROKER-DEALER4 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 | $121,546 | $88,515+37.3% | $162,163-25.0% | $67,579+79.9% |
| Participation rate | 87.2% | 86.8%+0.4pp | 87.6%-0.3pp | 71.3%+16.0pp |
| Annual return | 27.15% | 27.04%+0.1pp | 115.59%-88.4pp | 378.56%-351.4pp |
| Employer contribution / active EE | $5,446 | $3,563+52.8% | $5,614-3.0% | $2,148+153.6% |
| Participant deferral / active EE | $20,775 | $5,724+263.0% | $7,298+184.7% | $3,539+487.0% |
| Admin fee / account holder | $8 | $124-93.4% | $10,843-99.9% | $142-94.3% |