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 | $28,200 |
ARETE WEALTH ADVISORS LLC4 years Service code 27 · EIN 26-1314502 1101 W LAKE ST · CHICAGO, IL 60607 | Advisory (Plan) | $20,046 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 28 · EIN 47-0533629 | Investment Management | $7,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,002 | $100,801-51.4% | $149,696-67.3% | $73,409-33.2% |
| Participation rate | 99.2% | 77.7%+21.5pp | 82.5%+16.7pp | 72.2%+27.0pp |
| Annual return | 28.40% | 265.34%-236.9pp | 276.60%-248.2pp | 59.29%-30.9pp |
| Employer contribution / active EE | $3,945 | $3,312+19.1% | $4,644-15.1% | $2,234+76.6% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $188 | $181+3.8% | $9,309-98.0% | $158+18.8% |