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 |
|---|---|---|
ADVISORY ALPHA, LLC1 year Service code 26 · EIN 45-2495320 | Advisory (Participants) | $36,037 |
Service code 13 · EIN 50-3092339 | Contract Administrator | $2,925 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $1,337 |
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 | $71,062 | $55,449+28.2% | $83,848-15.2% | $56,287+26.2% |
| Participation rate | 99.3% | 68.0%+31.3pp | 76.1%+23.1pp | 69.9%+29.4pp |
| Annual return | -5.95% | -1.38%-4.6pp | 850.88%-856.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,579 | $2,430+6.1% | $3,631-29.0% | $2,111+22.2% |
| Participant deferral / active EE | $4,139 | $2,935+41.0% | $4,082+1.4% | $3,350+23.6% |
| Admin fee / account holder | $295 | $656-55.0% | $5,478-94.6% | $521-43.3% |