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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,285 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,515 | $82,202+41.7% | $125,339-7.0% | $64,808+79.8% |
| Participation rate | 94.4% | 77.9%+16.5pp | 82.4%+12.0pp | 71.5%+22.9pp |
| Annual return | -15.26% | 3.48%-18.7pp | 572.05%-587.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $15,310 | $3,615+323.5% | $4,814+218.1% | $2,506+511.0% |
| Participant deferral / active EE | $15,475 | $7,175+115.7% | $7,446+107.8% | $4,310+259.0% |
| Admin fee / account holder | $9 | $163-94.7% | $10,010-99.9% | $188-95.4% |