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 |
|---|---|---|
Service code 15 · EIN 59-1843700 | Recordkeeping | $12,200 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,250 |
WILLIAM BLAIR2 years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $7,349 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $162 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $79,786 | $55,453+43.9% | $170,442-53.2% | $62,292+28.1% |
| Participation rate | 91.1% | 66.4%+24.7pp | 83.6%+7.5pp | 69.5%+21.5pp |
| Annual return | 20.50% | 21.38%-0.9pp | 205.93%-185.4pp | 28.90%-8.4pp |
| Employer contribution / active EE | $2,321 | $2,164+7.3% | $5,433-57.3% | $2,042+13.6% |
| Participant deferral / active EE | $5,418 | $2,303+135.3% | $4,939+9.7% | $3,169+71.0% |
| Admin fee / account holder | $139 | $455-69.5% | $13,880-99.0% | $479-71.1% |