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 10-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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,944 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $70,554 | $63,114+11.8% | $92,893-24.0% | $65,185+8.2% |
| Participation rate | 52.8% | 68.8%-16.0pp | 76.0%-23.2pp | 70.2%-17.4pp |
| Annual return | 18.86% | 28.75%-9.9pp | 109.41%-90.6pp | 29.38%-10.5pp |
| Employer contribution / active EE | $962 | $2,571-62.6% | $3,653-73.7% | $2,177-55.8% |
| Participant deferral / active EE | $2,601 | $3,108-16.3% | $4,236-38.6% | $3,514-26.0% |
| Admin fee / account holder | $161 | $624-74.3% | $5,794-97.2% | $847-81.1% |