Filed October 13, 2022
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 |
|---|---|---|
FINDLEY3+ years Filed as: FINDLEY DAVIES INC Service code 15 · EIN 34-1213174 | Recordkeeping | $35,853 |
Filed as: AXIA ADVISORY INC Service code 26 · EIN 35-1859469 | Advisory (Participants) | $26,582 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 18 · EIN 20-0937408 | Sub-transfer agency fees; Trustee (ba... | $8,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,961 | $46,173+40.7% | $170,442-61.9% | $69,631-6.7% |
| Participation rate | 61.5% | 63.9%-2.4pp | 83.6%-22.1pp | 70.7%-9.2pp |
| Annual return | 18.11% | 21.62%-3.5pp | 205.93%-187.8pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,294 | $1,610-19.6% | $5,433-76.2% | $2,032-36.3% |
| Participant deferral / active EE | $2,829 | $2,080+36.0% | $4,939-42.7% | $3,224-12.2% |
| Admin fee / account holder | $174 | $116+49.9% | $13,880-98.7% | $110+57.4% |