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 9-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 |
|---|---|---|
EMBREE FINANCIAL GROUP1 year Service code 15 · EIN 36-3983748 | Recordkeeping | $23,206 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $736 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $121,992 | $80,753+51.1% | $136,294-10.5% | $62,292+95.8% |
| Participation rate | 81.2% | 73.5%+7.7pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 15.33% | 35.83%-20.5pp | 5155.94%-5140.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $6,025 | $2,884+108.9% | $4,695+28.3% | $2,042+195.0% |
| Participant deferral / active EE | $9,029 | $5,164+74.8% | $6,247+44.5% | $3,169+184.9% |
| Admin fee / account holder | $207 | $525-60.6% | $9,243-97.8% | $479-56.8% |