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 | $22,375 |
ARETE WEALTH ADVISORS LLC3 years Service code 27 · EIN 26-1314502 1101 W LAKE ST · CHICAGO, IL 60607 | Advisory (Plan) | $19,874 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 28 · EIN 47-0533629 | Investment Management | $7,854 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,203 | $89,652-45.1% | $141,162-65.1% | $65,185-24.5% |
| Participation rate | 98.9% | 74.7%+24.2pp | 82.5%+16.4pp | 70.2%+28.7pp |
| Annual return | 30.29% | 32.79%-2.5pp | 71.39%-41.1pp | 29.38%+0.9pp |
| Employer contribution / active EE | $2,388 | $3,065-22.1% | $4,735-49.6% | $2,177+9.7% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $230 | $569-59.5% | $10,261-97.8% | $847-72.8% |