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 |
|---|---|---|
FIRST FINANCIAL ADVISORS3+ years Service code 15 · EIN 40-3505696 | Recordkeeping | $20,370 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,542 |
TD AMERITRADE, INC.3+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $451 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $21,194 | $48,064-55.9% | $78,778-73.1% | $69,631-69.6% |
| Participation rate | 91.5% | 61.6%+30.0pp | 69.2%+22.3pp | 70.7%+20.8pp |
| Annual return | 15.35% | 21.81%-6.5pp | 35.62%-20.3pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $196 | $744-73.6% | $1,986-90.1% | $2,032-90.3% |
| Participant deferral / active EE | $1,299 | $2,079-37.5% | $2,958-56.1% | $3,224-59.7% |
| Admin fee / account holder | $54 | $152-64.3% | $5,134-98.9% | $110-50.9% |