See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ARETE WEALTH ADVISORS LLC5 years Service code 27 · EIN 26-1314502 1101 W LAKE ST · CHICAGO, IL 60607 | Advisory (Plan) | $28,136 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $27,489 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE Service code 28 · EIN 47-0533629 | Investment Management | $6,434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,234 | $104,317-43.2% | $159,436-62.8% | $86,799-31.8% |
| Participation rate | 99.3% | 77.7%+21.6pp | 82.8%+16.4pp | 72.3%+27.0pp |
| Annual return | 28.98% | 26.32%+2.7pp | 263.57%-234.6pp | 97.91%-68.9pp |
| Employer contribution / active EE | $4,665 | $3,451+35.2% | $4,829-3.4% | $2,405+93.9% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $208 | $172+20.8% | $10,799-98.1% | $170+22.7% |