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 8-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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,240 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE, INC Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,388 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $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 | $84,773 | $60,545+40.0% | $92,233-8.1% | $69,631+21.7% |
| Participation rate | 88.0% | 72.2%+15.9pp | 76.5%+11.6pp | 70.7%+17.3pp |
| Annual return | 18.24% | 19.71%-1.5pp | 176.28%-158.0pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $1,485 | $2,633-43.6% | $3,679-59.6% | $2,032-26.9% |
| Participant deferral / active EE | $5,734 | $2,828+102.8% | $3,897+47.1% | $3,224+77.9% |
| Admin fee / account holder | $28 | $145-80.7% | $5,194-99.5% | $110-74.8% |