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 | $2,231 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $112,758 | $100,801+11.9% | $149,696-24.7% | $73,409+53.6% |
| Participation rate | 93.2% | 77.7%+15.5pp | 82.5%+10.7pp | 72.2%+21.0pp |
| Annual return | 27.01% | 265.34%-238.3pp | 276.60%-249.6pp | 59.29%-32.3pp |
| Employer contribution / active EE | $11,960 | $3,312+261.1% | $4,644+157.5% | $2,234+435.4% |
| Participant deferral / active EE | $12,803 | $6,404+99.9% | $6,842+87.1% | $3,805+236.5% |
| Admin fee / account holder | $4 | $181-97.6% | $9,309-100.0% | $158-97.2% |