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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,653 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $89 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,080 | $71,802-62.3% | $133,980-79.8% | $57,658-53.0% |
| Participation rate | 91.4% | 85.5%+5.9pp | 87.1%+4.3pp | 70.2%+21.2pp |
| Annual return | 12.05% | 13.51%-1.5pp | 29.30%-17.3pp | 5.13%+6.9pp |
| Employer contribution / active EE | $1,481 | $3,161-53.2% | $5,211-71.6% | $1,974-25.0% |
| Participant deferral / active EE | $5,273 | $4,606+14.5% | $6,282-16.1% | $3,061+72.3% |
| Admin fee / account holder | $44 | $88-50.3% | $9,324-99.5% | $95-53.9% |