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 9-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 |
|---|---|---|
INR ADVISORY SERVICES, LLC2+ years Service code 26 · EIN 02-0755540 | Advisory (Participants) | $53,362 |
INVESTNRETIRE, LLC2+ years Service code 15 · EIN 34-1987439 | Recordkeeping | $17,821 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $15,408 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,314 | $80,753-5.5% | $136,294-44.0% | $62,292+22.5% |
| Participation rate | 86.7% | 73.5%+13.1pp | 81.9%+4.7pp | 69.5%+17.2pp |
| Annual return | 12.29% | 35.83%-23.5pp | 5155.94%-5143.6pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,116 | $2,884-61.3% | $4,695-76.2% | $2,042-45.4% |
| Participant deferral / active EE | $6,282 | $5,164+21.6% | $6,247+0.6% | $3,169+98.2% |
| Admin fee / account holder | $260 | $525-50.6% | $9,243-97.2% | $479-45.8% |