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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,464,883 |
NEPC, LLC5+ years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $75,844 |
AON CONSULTING4 years Filed as: AON CONSULTING INC DBA HEWITT ASSOC Service code 13 · EIN 22-2232264 | Contract Administrator | $58,743 |
ALIGHT SOLUTIONS LLC2 years Filed as: TEMPLE HOLDING CO LLC DBA ALIGHT SO Service code 26 · EIN 82-1061233 | Advisory (Participants) | $30,000 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $23,250 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage | $5,813 |
TD AMERITRADE, INC.5+ years Service code 59 | Shareholder Servicing | $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 | $52,665 | $58,202-9.5% | $172,739-69.5% | $89,569-41.2% |
| Participation rate | 92.4% | 72.8%+19.6pp | 82.6%+9.7pp | 69.6%+22.8pp |
| Annual return | 41.29% | 61.59%-20.3pp | 802.84%-761.6pp | 34.56%+6.7pp |
| Employer contribution / active EE | $3,732 | $1,759+112.2% | $5,143-27.4% | $2,584+44.4% |
| Participant deferral / active EE | $4,615 | $3,335+38.4% | $5,198-11.2% | $4,220+9.4% |
| Admin fee / account holder | $118 | $53+124.2% | $13,954-99.2% | $72+64.5% |