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 |
|---|---|---|
CLS INVESTMENTS2 years Filed as: CLS INVESTMENT FIRM, LLC Service code 27 · EIN 32-0070947 | Advisory (Plan) | $74,942 |
Service code 15 · EIN 32-0169227 | Recordkeeping | $42,245 |
Filed as: NILES LANKFORD GROUP, INC Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $6,986 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Tr... | $575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,220 | $37,196+43.1% | $154,107-65.5% | $55,725-4.5% |
| Participation rate | 55.2% | 64.1%-8.9pp | 83.0%-27.9pp | 70.9%-15.7pp |
| Annual return | -5.74% | 1319.68%-1325.4pp | 735.12%-740.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,022 | $1,614-36.7% | $5,298-80.7% | $2,078-50.8% |
| Participant deferral / active EE | $2,823 | $2,068+36.5% | $5,081-44.4% | $3,356-15.9% |
| Admin fee / account holder | $381 | $102+275.5% | $13,411-97.2% | $115+231.2% |