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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,786 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $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 | $106,809 | $73,638+45.0% | $95,952+11.3% | $73,488+45.3% |
| Participation rate | 91.8% | 76.2%+15.6pp | 77.1%+14.7pp | 70.7%+21.1pp |
| Annual return | 18.53% | 16.78%+1.8pp | 91.61%-73.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $2,611 | $1,863+40.2% | $2,541+2.8% | $2,270+15.0% |
| Participant deferral / active EE | $4,181 | $3,617+15.6% | $4,167+0.3% | $3,740+11.8% |
| Admin fee / account holder | $152 | $482-68.4% | $6,795-97.8% | $513-70.3% |