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 |
|---|---|---|
WESTWOOD TRUST3+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 27 1125 SOUTH 103RD STREET · OMAHA, NE 68124 | Advisory (Plan) | $34,527 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 12 · EIN 20-0937408 | Recordkeeping fees; Recordkeeping and... | $18,921 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $11,026 |
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 | $41,177 | $64,909-36.6% | $82,313-50.0% | $62,292-33.9% |
| Participation rate | 96.8% | 74.9%+21.9pp | 76.9%+19.9pp | 69.5%+27.2pp |
| Annual return | 27.10% | 21.18%+5.9pp | 25.88%+1.2pp | 28.90%-1.8pp |
| Employer contribution / active EE | $1,782 | $1,676+6.4% | $2,428-26.6% | $2,042-12.7% |
| Participant deferral / active EE | $5,255 | $3,103+69.3% | $3,706+41.8% | $3,169+65.8% |
| Admin fee / account holder | $225 | $440-48.9% | $5,608-96.0% | $479-53.1% |