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 |
|---|---|---|
Service code 27 111 E KILBOURN AVE, SUITE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $35,239 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,155 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,338 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $283,105 | $49,177+475.7% | $79,464+256.3% | $64,186+341.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 7.44% | -1.16%+8.6pp | 718.14%-710.7pp | 7.63%-0.2pp |
| Employer contribution / active EE | $18,578 | $2,076+794.8% | $2,800+563.4% | $2,381+680.3% |
| Participant deferral / active EE | $4,687 | $2,821+66.1% | $3,704+26.5% | $3,470+35.1% |
| Admin fee / account holder | $413 | $3,839-89.2% | $5,113-91.9% | $4,888-91.6% |