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 | $4,374 |
TD AMERITRADE, INC.2 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 | $68,731 | $76,670-10.4% | $96,683-28.9% | $71,457-3.8% |
| Participation rate | 75.1% | 66.6%+8.6pp | 74.3%+0.8pp | 67.9%+7.2pp |
| Annual return | 20.97% | 48.29%-27.3pp | 35.69%-14.7pp | 28.85%-7.9pp |
| Employer contribution / active EE | $5,243 | $3,031+73.0% | $3,737+40.3% | $2,588+102.6% |
| Participant deferral / active EE | $8,097 | $3,771+114.7% | $4,878+66.0% | $4,289+88.8% |
| Admin fee / account holder | $27 | $2,028-98.7% | $6,730-99.6% | $1,587-98.3% |