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 |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $109,003 |
TD AMERITRADE, INC.5+ years Service code 33 · EIN 82-0543156 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,148 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $207,859 | $88,122+135.9% | $141,162+47.2% | $67,579+207.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 23.90% | 75.40%-51.5pp | 71.39%-47.5pp | 378.56%-354.7pp |
| Employer contribution / active EE | $11,663 | $3,224+261.7% | $4,735+146.3% | $2,148+443.0% |
| Participant deferral / active EE | $11,409 | $5,958+91.5% | $6,709+70.1% | $3,539+222.4% |
| Admin fee / account holder | $314 | $131+140.0% | $10,261-96.9% | $142+120.8% |