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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,402 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,030 | $84,487-66.8% | $125,339-77.6% | $66,914-58.1% |
| Participation rate | 71.2% | 76.4%-5.2pp | 82.4%-11.1pp | 69.8%+1.4pp |
| Annual return | 196.15% | -8.39%+204.5pp | 572.05%-375.9pp | 1.58%+194.6pp |
| Employer contribution / active EE | $2,795 | $3,553-21.3% | $4,814-41.9% | $2,544+9.9% |
| Participant deferral / active EE | $5,294 | $6,781-21.9% | $7,446-28.9% | $4,237+25.0% |
| Admin fee / account holder | $64 | $685-90.6% | $10,010-99.4% | $593-89.2% |