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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,236 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $2,458 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,017 | $56,640-50.5% | $80,975-65.4% | $57,658-51.4% |
| Participation rate | 93.2% | 75.9%+17.4pp | 75.8%+17.4pp | 70.2%+23.0pp |
| Annual return | 18.61% | 19.97%-1.4pp | 17.10%+1.5pp | 5.13%+13.5pp |
| Employer contribution / active EE | $2,824 | $2,085+35.4% | $3,714-24.0% | $1,974+43.1% |
| Participant deferral / active EE | $6,036 | $4,944+22.1% | $5,696+6.0% | $3,061+97.2% |
| Admin fee / account holder | $56 | $87-35.1% | $5,516-99.0% | $95-40.2% |