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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,100 |
PLANTE & MORAN, PLLC2 years Service code 15 · EIN 38-1357951 | Recordkeeping | $5,250 |
TD AMERITRADE, INC.5+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $34 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $601,158 | $73,404+719.0% | $87,100+590.2% | $67,579+789.6% |
| Participation rate | 47.4% | 80.9%-33.4pp | 76.9%-29.4pp | 71.3%-23.9pp |
| Annual return | 663.58% | 48.29%+615.3pp | 28.19%+635.4pp | 378.56%+285.0pp |
| Employer contribution / active EE | $4,622 | $2,014+129.5% | $2,521+83.3% | $2,148+115.2% |
| Participant deferral / active EE | $2,060 | $3,913-47.3% | $4,049-49.1% | $3,539-41.8% |
| Admin fee / account holder | $65 | $142-54.4% | $7,497-99.1% | $142-54.7% |