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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,182 |
Filed as: SHEPHERD FINANCIAL INVEST. ADVISORY Service code 15 · EIN 82-0759826 | Recordkeeping | $8,494 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,053 | $73,638-55.1% | $95,952-65.6% | $73,488-55.0% |
| Participation rate | 58.3% | 76.2%-17.9pp | 77.1%-18.8pp | 70.7%-12.4pp |
| Annual return | 7.18% | 16.78%-9.6pp | 91.61%-84.4pp | 28.51%-21.3pp |
| Employer contribution / active EE | $751 | $1,863-59.7% | $2,541-70.4% | $2,270-66.9% |
| Participant deferral / active EE | $1,544 | $3,617-57.3% | $4,167-62.9% | $3,740-58.7% |
| Admin fee / account holder | $241 | $482-50.1% | $6,795-96.5% | $513-53.1% |