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 10-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 |
|---|---|---|
RETIREMENT HORZONS INC.2 years Service code 15 · EIN 76-0551734 | Recordkeeping | $6,113 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 21 · EIN 84-0519832 | Bank Trustee | $715 |
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 | $25,671 | $85,766-70.1% | $136,294-81.2% | $70,131-63.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 17.72% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $3,135 | $2,966+5.7% | $4,695-33.2% | $2,342+33.8% |
| Participant deferral / active EE | $3,805 | $5,051-24.7% | $6,247-39.1% | $3,332+14.2% |
| Admin fee / account holder | $103 | $5,420-98.1% | $9,243-98.9% | $4,645-97.8% |