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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,497 |
Filed as: ONE RETIREMENT Service code 27 · EIN 45-4357540 | Advisory (Plan) | $17,500 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $415 |
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 | $45,212 | $71,802-37.0% | $133,980-66.3% | $57,658-21.6% |
| Participation rate | 98.0% | 85.5%+12.5pp | 87.1%+10.9pp | 70.2%+27.8pp |
| Annual return | 7.06% | 13.51%-6.5pp | 29.30%-22.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,242 | $3,161-60.7% | $5,211-76.2% | $1,974-37.1% |
| Participant deferral / active EE | $2,634 | $4,606-42.8% | $6,282-58.1% | $3,061-13.9% |
| Admin fee / account holder | $124 | $88+41.4% | $9,324-98.7% | $95+31.1% |