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 |
|---|---|---|
Filed as: ABG RETIREMENT PLAN SERVICE Service code 59 | Shareholder Servicing | $1,753 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $236 |
TD AMERITRADE, INC.1 year Filed as: T D AMERITRADE TRUST COMPANY Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,930 | $47,977-83.5% | $154,107-94.9% | $56,287-85.9% |
| Participation rate | 69.3% | 66.2%+3.1pp | 83.0%-13.7pp | 69.9%-0.5pp |
| Annual return | -7.38% | 3.54%-10.9pp | 735.12%-742.5pp | -9.96%+2.6pp |
| Employer contribution / active EE | $650 | $2,169-70.0% | $5,298-87.7% | $2,111-69.2% |
| Participant deferral / active EE | $1,081 | $2,392-54.8% | $5,081-78.7% | $3,350-67.7% |
| Admin fee / account holder | $10 | $438-97.8% | $13,411-99.9% | $521-98.2% |