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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,130 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC. Service code 15 · EIN 11-2551174 | Recordkeeping | $33,389 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $109 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,679 | $64,286-24.3% | $90,951-46.5% | $73,409-33.7% |
| Participation rate | 65.2% | 63.6%+1.6pp | 69.0%-3.8pp | 72.2%-7.0pp |
| Annual return | 16.38% | 21.45%-5.1pp | 134.60%-118.2pp | 59.29%-42.9pp |
| Employer contribution / active EE | $274 | $895-69.3% | $2,122-87.1% | $2,234-87.7% |
| Participant deferral / active EE | $2,975 | $2,453+21.3% | $3,373-11.8% | $3,805-21.8% |
| Admin fee / account holder | $198 | $287-31.1% | $5,959-96.7% | $158+25.3% |