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 ADVISORS8+ years Service code 15 · EIN 40-3505696 | Recordkeeping | $30,464 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,382 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.8+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,646 | $42,353-46.5% | $79,550-71.5% | $64,808-65.1% |
| Participation rate | 92.2% | 64.8%+27.5pp | 69.5%+22.7pp | 71.5%+20.8pp |
| Annual return | -17.12% | -12.24%-4.9pp | 0.16%-17.3pp | 32.82%-49.9pp |
| Employer contribution / active EE | $300 | $1,181-74.6% | $2,413-87.6% | $2,506-88.0% |
| Participant deferral / active EE | $2,240 | $3,170-29.4% | $3,985-43.8% | $4,310-48.0% |
| Admin fee / account holder | $69 | $160-56.5% | $6,832-99.0% | $188-63.0% |