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 |
|---|---|---|
OPTIMUM INVESTMENT ADVISORS1+ years Service code 26 33 NBO. LASALLEE · CHICAGO, IL 60602 | Advisory (Participants) | $27,438 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 15 · EIN 20-0937408 | Recordkeeping | $24,405 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER, HOFFMAN, MCCANN P.C. Service code 10 · EIN 43-1947695 | Accounting | $14,000 |
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 | $24,596 | $56,640-56.6% | $80,975-69.6% | $57,658-57.3% |
| Participation rate | 95.4% | 75.9%+19.6pp | 75.8%+19.6pp | 70.2%+25.2pp |
| Annual return | 11.20% | 19.97%-8.8pp | 17.10%-5.9pp | 5.13%+6.1pp |
| Employer contribution / active EE | $1,153 | $2,085-44.7% | $3,714-69.0% | $1,974-41.6% |
| Participant deferral / active EE | $4,213 | $4,944-14.8% | $5,696-26.0% | $3,061+37.6% |
| Admin fee / account holder | $216 | $87+147.9% | $5,516-96.1% | $95+128.4% |