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 ADVISORS6+ years Service code 15 · EIN 40-3505696 | Recordkeeping | $24,880 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,164 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.6+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,717 | $64,286-63.1% | $90,951-73.9% | $73,409-67.7% |
| Participation rate | 84.6% | 63.6%+21.0pp | 69.0%+15.6pp | 72.2%+12.4pp |
| Annual return | 15.60% | 21.45%-5.9pp | 134.60%-119.0pp | 59.29%-43.7pp |
| Employer contribution / active EE | $201 | $895-77.5% | $2,122-90.5% | $2,234-91.0% |
| Participant deferral / active EE | $1,447 | $2,453-41.0% | $3,373-57.1% | $3,805-62.0% |
| Admin fee / account holder | $57 | $287-80.3% | $5,959-99.0% | $158-64.1% |