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 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $900 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
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 | $70,454 | $51,244+37.5% | $80,975-13.0% | $55,167+27.7% |
| Participation rate | 93.3% | 71.7%+21.6pp | 75.8%+17.5pp | 69.0%+24.3pp |
| Annual return | 11.43% | 17.39%-6.0pp | 17.10%-5.7pp | 169.23%-157.8pp |
| Employer contribution / active EE | $3,176 | $1,770+79.4% | $3,714-14.5% | $1,963+61.8% |
| Participant deferral / active EE | $11,099 | $4,418+151.2% | $5,696+94.8% | $3,054+263.4% |
| Admin fee / account holder | $5 | $398-98.7% | $5,516-99.9% | $504-98.9% |