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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $96,266 |
Filed as: RETIREMENT RESOURCES INVESTMENT GRO Service code 27 · EIN 04-3464764 | Advisory (Plan) | $30,000 |
TD AMERITRADE, INC.6 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,212 | $45,000+98.2% | $143,757-37.9% | $77,904+14.5% |
| Participation rate | 59.7% | 66.8%-7.2pp | 80.3%-20.6pp | 73.7%-14.0pp |
| Annual return | -14.07% | 29.03%-43.1pp | -0.04%-14.0pp | 12.21%-26.3pp |
| Employer contribution / active EE | $1,919 | $1,870+2.7% | $4,951-61.2% | $2,848-32.6% |
| Participant deferral / active EE | $3,796 | $3,157+20.3% | $5,637-32.7% | $4,806-21.0% |
| Admin fee / account holder | $102 | $98+3.8% | $14,673-99.3% | $133-22.9% |