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 37 · EIN 84-0467907 | Loan Processing | $142,661 |
TD AMERITRADE, INC.4 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $675 |
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 | $235,439 | $185,342+27.0% | $111,297+111.5% | $86,799+171.2% |
| Participation rate | 94.2% | 81.0%+13.2pp | 77.3%+16.9pp | 72.3%+21.9pp |
| Annual return | 16.25% | 500.80%-484.5pp | 54.65%-38.4pp | 97.91%-81.7pp |
| Employer contribution / active EE | $2,953 | $2,246+31.4% | $2,731+8.1% | $2,405+22.7% |
| Participant deferral / active EE | $10,494 | $4,458+135.4% | $4,487+133.9% | $4,131+154.0% |
| Admin fee / account holder | $134 | $255-47.6% | $7,964-98.3% | $170-21.0% |