See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,620 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $173 |
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 | $99,346 | $88,122+12.7% | $141,162-29.6% | $67,579+47.0% |
| Participation rate | 94.4% | 76.5%+17.9pp | 82.5%+11.9pp | 71.3%+23.1pp |
| Annual return | 34.31% | 75.40%-41.1pp | 71.39%-37.1pp | 378.56%-344.2pp |
| Employer contribution / active EE | $11,472 | $3,224+255.8% | $4,735+142.3% | $2,148+434.1% |
| Participant deferral / active EE | $11,928 | $5,958+100.2% | $6,709+77.8% | $3,539+237.0% |
| Admin fee / account holder | $4 | $131-96.7% | $10,261-100.0% | $142-96.9% |