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, LLC5+ years Service code 26 · EIN 02-0755540 | Advisory (Participants) | $57,068 |
INVESTNRETIRE, LLC5+ years Service code 15 · EIN 34-1987439 | Recordkeeping | $16,429 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $14,848 |
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 | $84,564 | $99,957-15.4% | $149,696-43.5% | $73,488+15.1% |
| Participation rate | 87.3% | 75.7%+11.6pp | 82.5%+4.8pp | 70.7%+16.6pp |
| Annual return | 9.19% | 53.87%-44.7pp | 276.60%-267.4pp | 28.51%-19.3pp |
| Employer contribution / active EE | $1,122 | $3,191-64.8% | $4,644-75.8% | $2,270-50.6% |
| Participant deferral / active EE | $6,159 | $6,073+1.4% | $6,842-10.0% | $3,740+64.7% |
| Admin fee / account holder | $265 | $551-52.0% | $9,309-97.2% | $513-48.4% |