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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,944 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $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 | $50,984 | $64,119-20.5% | $112,228-54.6% | $66,914-23.8% |
| Participation rate | 72.3% | 68.5%+3.8pp | 75.1%-2.8pp | 69.8%+2.5pp |
| Annual return | -17.08% | -13.81%-3.3pp | 27.45%-44.5pp | 1.58%-18.7pp |
| Employer contribution / active EE | $3,813 | $3,005+26.9% | $3,635+4.9% | $2,544+49.9% |
| Participant deferral / active EE | $6,334 | $3,693+71.5% | $4,728+34.0% | $4,237+49.5% |
| Admin fee / account holder | $20 | $625-96.8% | $6,410-99.7% | $593-96.6% |