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, LLC3+ years Service code 26 · EIN 02-0755540 | Advisory (Participants) | $58,098 |
INVESTNRETIRE, LLC3+ years Service code 15 · EIN 34-1987439 | Recordkeeping | $17,299 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $16,028 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,762 | $73,102+9.1% | $123,544-35.4% | $56,287+41.7% |
| Participation rate | 84.2% | 74.3%+9.9pp | 82.3%+1.9pp | 69.9%+14.3pp |
| Annual return | 7.39% | 3.01%+4.4pp | 119.20%-111.8pp | -9.96%+17.3pp |
| Employer contribution / active EE | $1,152 | $2,977-61.3% | $4,628-75.1% | $2,111-45.4% |
| Participant deferral / active EE | $6,389 | $5,423+17.8% | $6,426-0.6% | $3,350+90.7% |
| Admin fee / account holder | $270 | $554-51.3% | $9,284-97.1% | $521-48.2% |