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 9-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 |
|---|---|---|
INR ADVISORY SERVICES, LLC7+ years Service code 26 · EIN 02-0755540 | Advisory (Participants) | $14,420 |
INVESTNRETIRE, LLC7+ years Service code 15 · EIN 34-1987439 | Recordkeeping | $12,724 |
TD AMERITRADE, INC.7+ years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,604 | $84,487+6.1% | $125,339-28.5% | $66,914+33.9% |
| Participation rate | 91.3% | 76.4%+14.9pp | 82.4%+8.9pp | 69.8%+21.5pp |
| Annual return | 6.71% | -8.39%+15.1pp | 572.05%-565.3pp | 1.58%+5.1pp |
| Employer contribution / active EE | $295 | $3,553-91.7% | $4,814-93.9% | $2,544-88.4% |
| Participant deferral / active EE | $1,446 | $6,781-78.7% | $7,446-80.6% | $4,237-65.9% |
| Admin fee / account holder | $92 | $685-86.6% | $10,010-99.1% | $593-84.5% |