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 8-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 16-1540153 | Recordkeeping | $15,623 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,336 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,785 | $102,553-54.4% | $151,611-69.1% | $66,914-30.1% |
| Participation rate | 94.1% | 85.5%+8.6pp | 87.5%+6.7pp | 69.8%+24.3pp |
| Annual return | -16.53% | -10.82%-5.7pp | 3.33%-19.9pp | 1.58%-18.1pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,166 | $6,641+7.9% | $8,363-14.3% | $4,237+69.1% |
| Admin fee / account holder | $142 | $630-77.5% | $11,616-98.8% | $593-76.1% |