See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,019 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $17,500 |
TD AMERITRADE, INC.6 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,011 | $52,208+32.2% | $86,612-20.3% | $74,419-7.3% |
| Participation rate | 62.5% | 66.3%-3.9pp | 71.7%-9.2pp | 70.7%-8.3pp |
| Annual return | 18.08% | 44.46%-26.4pp | 591.07%-573.0pp | 34.38%-16.3pp |
| Employer contribution / active EE | $1,840 | $2,282-19.4% | $3,022-39.1% | $2,637-30.2% |
| Participant deferral / active EE | $4,893 | $3,383+44.6% | $4,438+10.3% | $4,528+8.1% |
| Admin fee / account holder | $126 | $319-60.3% | $5,614-97.7% | $348-63.6% |