See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,835 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $25 |
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 | $76,900 | $104,475-26.4% | $159,436-51.8% | $79,386-3.1% |
| Participation rate | 89.7% | 76.6%+13.1pp | 82.8%+6.9pp | 70.7%+19.0pp |
| Annual return | 20.35% | 67.95%-47.6pp | 263.57%-243.2pp | 116.85%-96.5pp |
| Employer contribution / active EE | $6,665 | $3,417+95.1% | $4,829+38.0% | $2,427+174.6% |
| Participant deferral / active EE | $7,908 | $6,467+22.3% | $7,352+7.6% | $4,046+95.5% |
| Admin fee / account holder | $18 | $711-97.5% | $10,799-99.8% | $626-97.2% |