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 |
|---|---|---|
TAX SHELTERED COMPENSATION, INC.3+ years Service code 13 7300 METRO BLVD., SUITE 450 · EDINA, MN 55439 | Contract Administrator | $8,956 |
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,594 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $579 |
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 | $112,256 | $67,411+66.5% | $91,001+23.4% | $70,131+60.1% |
| Participation rate | 95.8% | 71.4%+24.4pp | 75.6%+20.2pp | 69.5%+26.2pp |
| Annual return | 14.83% | -40.16%+55.0pp | 4.60%+10.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,017 | $2,823+113.2% | $3,547+69.6% | $3,332+80.6% |
| Admin fee / account holder | $91 | $4,236-97.9% | $5,417-98.3% | $4,645-98.0% |