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 STE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $34,376 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,475 |
LEVEL FOUR ADVISORY SERVICES2 years Filed as: LEVEL FOUR ADVISORY SERVICES, LLC Service code 28 · EIN 11-3738689 | Investment Management | $4,929 |
TD AMERITRADE, INC.5+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $35 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $285,050 | $60,124+374.1% | $90,404+215.3% | $79,858+256.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 7.66% | 71.94%-64.3pp | 1293.02%-1285.4pp | 31.71%-24.0pp |
| Employer contribution / active EE | $17,012 | $2,068+722.7% | $3,262+421.5% | $2,471+588.5% |
| Participant deferral / active EE | $4,493 | $2,938+52.9% | $3,963+13.4% | $3,740+20.1% |
| Admin fee / account holder | $442 | $3,976-88.9% | $5,611-92.1% | $5,306-91.7% |