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-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $26,570 |
Filed as: ONE RETIRMENT, LLC Service code 15 · EIN 45-4357540 | Recordkeeping | $17,500 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,851 | $54,237-2.6% | $90,281-41.5% | $67,579-21.8% |
| Participation rate | 64.8% | 68.6%-3.9pp | 73.3%-8.5pp | 71.3%-6.5pp |
| Annual return | 22.39% | 37.27%-14.9pp | 78.10%-55.7pp | 378.56%-356.2pp |
| Employer contribution / active EE | $923 | $1,846-50.0% | $2,854-67.7% | $2,148-57.0% |
| Participant deferral / active EE | $3,627 | $2,625+38.2% | $3,885-6.6% | $3,539+2.5% |
| Admin fee / account holder | $127 | $123+3.2% | $5,351-97.6% | $142-10.5% |