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 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,007 |
TD AMERITRADE, INC.9+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $235 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,337 | $91,407+180.4% | $135,903+88.6% | $71,457+258.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.41% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $10,909 | $3,703+194.5% | $4,856+124.6% | $2,588+321.6% |
| Participant deferral / active EE | $12,603 | $7,092+77.7% | $7,758+62.4% | $4,289+193.8% |
| Admin fee / account holder | $49 | $1,266-96.1% | $10,762-99.5% | $1,587-96.9% |