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 | $2,190 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $212 |
TD AMERITRADE, INC.2 years 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,579 | $52,953-80.0% | $172,739-93.9% | $65,185-83.8% |
| Participation rate | 66.4% | 66.2%+0.2pp | 82.6%-16.3pp | 70.2%-3.8pp |
| Annual return | 22.20% | 30.12%-7.9pp | 802.84%-780.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $599 | $2,190-72.6% | $5,143-88.4% | $2,177-72.5% |
| Participant deferral / active EE | $1,032 | $2,471-58.2% | $5,198-80.2% | $3,514-70.6% |
| Admin fee / account holder | $17 | $472-96.5% | $13,954-99.9% | $847-98.0% |