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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,575 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.5 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $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 | $146,114 | $111,608+30.9% | $177,821-17.8% | $73,409+99.0% |
| Participation rate | 90.1% | 87.9%+2.2pp | 87.7%+2.4pp | 72.2%+17.9pp |
| Annual return | 16.00% | 18.23%-2.2pp | 48.32%-32.3pp | 59.29%-43.3pp |
| Employer contribution / active EE | $5,703 | $3,796+50.2% | $5,918-3.6% | $2,234+155.3% |
| Participant deferral / active EE | $20,372 | $6,199+228.6% | $7,714+164.1% | $3,805+435.3% |
| Admin fee / account holder | $7 | $166-95.7% | $12,427-99.9% | $158-95.5% |