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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,666 |
TD AMERITRADE, INC.4+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $38 |
ADP BROKER-DEALER4+ 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 | $91,255 | $59,186+54.2% | $76,768+18.9% | $56,287+62.1% |
| Participation rate | 86.3% | 75.2%+11.1pp | 77.0%+9.3pp | 69.9%+16.5pp |
| Annual return | -4.16% | 6.62%-10.8pp | 2.43%-6.6pp | -9.96%+5.8pp |
| Employer contribution / active EE | $322 | $1,759-81.7% | $2,485-87.1% | $2,111-84.8% |
| Participant deferral / active EE | $2,606 | $3,255-19.9% | $3,852-32.3% | $3,350-22.2% |
| Admin fee / account holder | $71 | $489-85.5% | $6,675-98.9% | $521-86.3% |