See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $65,932 |
TFO-TDC, LLC1 year Filed as: TFO WEALTH PARTNERS LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $55,965 |
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 | $60,072 | $66,457-9.6% | $81,382-26.2% | $77,643-22.6% |
| Participation rate | 92.7% | 68.7%+23.9pp | 69.5%+23.2pp | 70.6%+22.1pp |
| Annual return | 13.27% | 15.93%-2.7pp | 24.73%-11.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,924 | $2,159-10.9% | $2,463-21.9% | $2,726-29.4% |
| Participant deferral / active EE | $5,221 | $3,679+41.9% | $3,883+34.5% | $4,647+12.4% |
| Admin fee / account holder | $123 | $583-78.9% | $5,768-97.9% | $430-71.4% |