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 9-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 13 · EIN 59-3092339 822 A1A N. SUITE 211 · PONTE VEDRA BEACH, FL 32082 | Contract Administrator | $8,385 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $240 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,473 | $52,953-84.0% | $172,739-95.1% | $65,185-87.0% |
| Participation rate | 81.7% | 66.2%+15.5pp | 82.6%-0.9pp | 70.2%+11.5pp |
| Annual return | 22.09% | 30.12%-8.0pp | 802.84%-780.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $891 | $2,190-59.3% | $5,143-82.7% | $2,177-59.1% |
| Participant deferral / active EE | $1,839 | $2,471-25.6% | $5,198-64.6% | $3,514-47.7% |
| Admin fee / account holder | $142 | $472-69.9% | $13,954-99.0% | $847-83.2% |