See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,329 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.8+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,109 | $65,435+85.1% | $86,677+39.7% | $66,914+81.0% |
| Participation rate | 78.8% | 75.5%+3.3pp | 76.6%+2.2pp | 69.8%+9.0pp |
| Annual return | -13.21% | -10.89%-2.3pp | 35.91%-49.1pp | 1.58%-14.8pp |
| Employer contribution / active EE | $357 | $2,153-83.4% | $2,836-87.4% | $2,544-86.0% |
| Participant deferral / active EE | $3,182 | $4,100-22.4% | $4,656-31.7% | $4,237-24.9% |
| Admin fee / account holder | $25 | $642-96.2% | $7,493-99.7% | $593-95.8% |