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 | $24,301 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $118 |
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 | $72,785 | $80,753-9.9% | $136,294-46.6% | $62,292+16.8% |
| Participation rate | 89.9% | 73.5%+16.4pp | 81.9%+8.0pp | 69.5%+20.4pp |
| Annual return | 17.77% | 35.83%-18.1pp | 5155.94%-5138.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,508 | $2,884-47.7% | $4,695-67.9% | $2,042-26.1% |
| Participant deferral / active EE | $6,253 | $5,164+21.1% | $6,247+0.1% | $3,169+97.3% |
| Admin fee / account holder | $40 | $525-92.4% | $9,243-99.6% | $479-91.7% |