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 |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $27,845 |
PARALLEL ADVISORS LLC3 years Filed as: PARALLEL ADVISORS Service code 71 · EIN 20-4420591 | Brokerage Fees | $4,356 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,888 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $235 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,181 | $84,487+165.3% | $125,339+78.9% | $66,914+235.0% |
| Participation rate | 97.9% | 76.4%+21.5pp | 82.4%+15.5pp | 69.8%+28.1pp |
| Annual return | -17.27% | -8.39%-8.9pp | 572.05%-589.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $12,924 | $3,553+263.8% | $4,814+168.5% | $2,544+408.0% |
| Participant deferral / active EE | $14,611 | $6,781+115.5% | $7,446+96.2% | $4,237+244.9% |
| Admin fee / account holder | $6 | $685-99.2% | $10,010-99.9% | $593-99.1% |