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 9-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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $420 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,422 | $64,119-33.8% | $112,228-62.2% | $66,914-36.6% |
| Participation rate | 21.5% | 68.5%-47.0pp | 75.1%-53.6pp | 69.8%-48.3pp |
| Annual return | -14.43% | -13.81%-0.6pp | 27.45%-41.9pp | 1.58%-16.0pp |
| Employer contribution / active EE | $896 | $3,005-70.2% | $3,635-75.3% | $2,544-64.8% |
| Participant deferral / active EE | $1,640 | $3,693-55.6% | $4,728-65.3% | $4,237-61.3% |
| Admin fee / account holder | $2 | $625-99.7% | $6,410-100.0% | $593-99.7% |