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 |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 · EIN 42-0114010 | Recordkeeping | $3,111 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $559 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,263 | $55,453-83.3% | $170,442-94.6% | $62,292-85.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.51% | 21.38%-7.9pp | 205.93%-192.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | -$18 | $2,164-100.8% | $5,433-100.3% | $2,042-100.9% |
| Participant deferral / active EE | $513 | $2,303-77.7% | $4,939-89.6% | $3,169-83.8% |
| Admin fee / account holder | $15 | $455-96.6% | $13,880-99.9% | $479-96.8% |