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: TRANSITION FINANCE STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $20,422 |
ARETE WEALTH ADVISORS LLC2 years Service code 27 · EIN 26-1314502 1101 W LAKE ST · CHICAGO, IL 60607 | Advisory (Plan) | $16,953 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 28 · EIN 47-0533629 | Investment Management | $6,668 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,904 | $73,102-42.7% | $123,544-66.1% | $56,287-25.6% |
| Participation rate | 98.1% | 74.3%+23.8pp | 82.3%+15.8pp | 69.9%+28.3pp |
| Annual return | 11.71% | 3.01%+8.7pp | 119.20%-107.5pp | -9.96%+21.7pp |
| Employer contribution / active EE | $2,422 | $2,977-18.6% | $4,628-47.7% | $2,111+14.7% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $252 | $554-54.5% | $9,284-97.3% | $521-51.6% |