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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $30,535 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $69 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $61,122 | $59,186+3.3% | $76,768-20.4% | $56,287+8.6% |
| Participation rate | 89.9% | 75.2%+14.7pp | 77.0%+12.9pp | 69.9%+20.1pp |
| Annual return | -6.67% | 6.62%-13.3pp | 2.43%-9.1pp | -9.96%+3.3pp |
| Employer contribution / active EE | $2,165 | $1,759+23.1% | $2,485-12.9% | $2,111+2.5% |
| Participant deferral / active EE | $3,367 | $3,255+3.5% | $3,852-12.6% | $3,350+0.5% |
| Admin fee / account holder | $123 | $489-74.8% | $6,675-98.2% | $521-76.4% |