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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $990 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $137 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 10 WEST STATE STREET SUITE 204 · GENEVA, IL 60134 | Other Services | $0 |
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 | $65,296 | $58,726+11.2% | $92,233-29.2% | $62,292+4.8% |
| Participation rate | 72.3% | 68.3%+3.9pp | 76.5%-4.2pp | 69.5%+2.8pp |
| Annual return | 20.76% | 43.62%-22.9pp | 176.28%-155.5pp | 28.90%-8.1pp |
| Employer contribution / active EE | $1,104 | $2,392-53.8% | $3,679-70.0% | $2,042-45.9% |
| Participant deferral / active EE | $4,136 | $2,766+49.6% | $3,897+6.1% | $3,169+30.5% |
| Admin fee / account holder | $9 | $556-98.4% | $5,194-99.8% | $479-98.2% |