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 ADVISORS7+ years Service code 15 · EIN 40-3505696 | Recordkeeping | $30,317 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,958 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.7+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $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 | $26,271 | $50,956-48.4% | $96,562-72.8% | $86,799-69.7% |
| Participation rate | 92.2% | 65.2%+27.0pp | 69.8%+22.4pp | 72.3%+19.9pp |
| Annual return | 15.87% | 21.27%-5.4pp | 37.78%-21.9pp | 97.91%-82.0pp |
| Employer contribution / active EE | $264 | $1,111-76.2% | $2,356-88.8% | $2,405-89.0% |
| Participant deferral / active EE | $1,948 | $2,954-34.0% | $3,849-49.4% | $4,131-52.8% |
| Admin fee / account holder | $63 | $166-62.3% | $6,181-99.0% | $170-63.1% |