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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,721 |
TD AMERITRADE, INC.5+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $115 |
ADP BROKER-DEALER5+ 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 | $104,137 | $65,376+59.3% | $87,100+19.6% | $65,185+59.8% |
| Participation rate | 83.0% | 75.3%+7.6pp | 76.9%+6.1pp | 70.2%+12.8pp |
| Annual return | 18.13% | 31.27%-13.1pp | 28.19%-10.1pp | 29.38%-11.3pp |
| Employer contribution / active EE | $306 | $1,822-83.2% | $2,521-87.8% | $2,177-85.9% |
| Participant deferral / active EE | $2,493 | $3,388-26.4% | $4,049-38.4% | $3,514-29.1% |
| Admin fee / account holder | $95 | $520-81.7% | $7,497-98.7% | $847-88.8% |