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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,385 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $260 |
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 | $74,847 | $75,183-0.4% | $123,892-39.6% | $55,167+35.7% |
| Participation rate | 86.7% | 72.8%+13.8pp | 81.4%+5.3pp | 69.0%+17.7pp |
| Annual return | 7.88% | 19.01%-11.1pp | 47.52%-39.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,277 | $2,823-54.8% | $4,617-72.3% | $1,963-34.9% |
| Participant deferral / active EE | $6,580 | $5,084+29.4% | $5,984+10.0% | $3,054+115.5% |
| Admin fee / account holder | $146 | $663-77.9% | $8,357-98.2% | $504-70.9% |