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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,608 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $329 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $50,895 | $60,165-15.4% | $74,183-31.4% | $55,167-7.7% |
| Participation rate | 98.7% | 74.2%+24.6pp | 76.6%+22.1pp | 69.0%+29.7pp |
| Annual return | 6.04% | 10.00%-4.0pp | 17.74%-11.7pp | 169.23%-163.2pp |
| Employer contribution / active EE | $2,528 | $1,600+58.0% | $2,370+6.7% | $1,963+28.8% |
| Participant deferral / active EE | $2,754 | $2,973-7.4% | $3,550-22.4% | $3,054-9.8% |
| Admin fee / account holder | $32 | $419-92.5% | $5,586-99.4% | $504-93.7% |