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 |
|---|---|---|
CADARET GRANT & CO INC1 year Service code 15 · EIN 22-2361254 | Recordkeeping | $17,900 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,472 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,567 | $73,638+37.9% | $95,952+5.9% | $73,488+38.2% |
| Participation rate | 81.6% | 76.2%+5.4pp | 77.1%+4.5pp | 70.7%+10.9pp |
| Annual return | 21.43% | 16.78%+4.7pp | 91.61%-70.2pp | 28.51%-7.1pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,362 | $3,617+103.5% | $4,167+76.7% | $3,740+96.9% |
| Admin fee / account holder | $251 | $482-48.0% | $6,795-96.3% | $513-51.2% |