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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,149 |
Filed as: ONE RETIREMENT Service code 27 · EIN 45-4357540 | Advisory (Plan) | $17,500 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $214 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,521 | $81,537-35.6% | $149,718-64.9% | $69,631-24.6% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.1%+12.3pp | 70.7%+28.7pp |
| Annual return | 16.24% | 22.79%-6.5pp | 1501.63%-1485.4pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,981 | $3,239-38.8% | $5,445-63.6% | $2,032-2.5% |
| Participant deferral / active EE | $2,793 | $4,994-44.1% | $6,569-57.5% | $3,224-13.3% |
| Admin fee / account holder | $135 | $107+26.2% | $11,283-98.8% | $110+22.1% |