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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,884 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.7 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
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 | $150,221 | $86,897+72.9% | $151,611-0.9% | $64,808+131.8% |
| Participation rate | 89.4% | 87.3%+2.2pp | 87.5%+2.0pp | 71.5%+18.0pp |
| Annual return | -16.14% | -3.57%-12.6pp | 3.33%-19.5pp | 32.82%-49.0pp |
| Employer contribution / active EE | $6,682 | $4,010+66.6% | $6,166+8.4% | $2,506+166.7% |
| Participant deferral / active EE | $24,317 | $6,690+263.5% | $8,363+190.8% | $4,310+464.2% |
| Admin fee / account holder | $28 | $153-81.6% | $11,616-99.8% | $188-85.0% |