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 ADVISORS2+ years Service code 26 33 NBO. LASALLE · CHICAGO, IL 60602 | Advisory (Participants) | $37,195 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 15 · EIN 20-0937408 | Recordkeeping | $33,029 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER, HOFFMAN, MCCANN P.C. Service code 10 · EIN 43-1947695 | Accounting | $14,500 |
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 | $28,213 | $65,592-57.0% | $90,160-68.7% | $69,631-59.5% |
| Participation rate | 95.0% | 77.6%+17.4pp | 76.9%+18.2pp | 70.7%+24.4pp |
| Annual return | 18.26% | 57.10%-38.8pp | 34.88%-16.6pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $1,191 | $2,193-45.7% | $3,318-64.1% | $2,032-41.4% |
| Participant deferral / active EE | $4,468 | $5,257-15.0% | $5,288-15.5% | $3,224+38.6% |
| Admin fee / account holder | $235 | $86+173.9% | $5,943-96.1% | $110+112.5% |