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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,000 |
TD AMERITRADE, INC.3+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $6 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $108,438 | $64,909+67.1% | $82,313+31.7% | $62,292+74.1% |
| Participation rate | 87.2% | 74.9%+12.3pp | 76.9%+10.3pp | 69.5%+17.7pp |
| Annual return | 15.15% | 21.18%-6.0pp | 25.88%-10.7pp | 28.90%-13.8pp |
| Employer contribution / active EE | $323 | $1,676-80.7% | $2,428-86.7% | $2,042-84.2% |
| Participant deferral / active EE | $2,772 | $3,103-10.7% | $3,706-25.2% | $3,169-12.5% |
| Admin fee / account holder | $20 | $440-95.5% | $5,608-99.7% | $479-95.9% |