See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1540153 | Recordkeeping | $39,845 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & COMPANY CPAS, LLP Service code 15 · EIN 47-5324570 | Recordkeeping | $7,000 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,372 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,826 | $130,194-54.8% | $169,993-65.4% | $71,457-17.7% |
| Participation rate | 94.8% | 86.1%+8.7pp | 87.0%+7.8pp | 67.9%+26.9pp |
| Annual return | 18.45% | 20.37%-1.9pp | 53.37%-34.9pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,003 | $4,381-77.1% | $6,785-85.2% | $2,588-61.2% |
| Participant deferral / active EE | $6,208 | $6,923-10.3% | $10,408-40.3% | $4,289+44.8% |
| Admin fee / account holder | $243 | $966-74.8% | $12,815-98.1% | $1,587-84.7% |