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 |
|---|---|---|
Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 15 · EIN 32-0169227 | Recordkeeping | $15,947 |
Service code 10 · EIN 48-0890241 | Accounting | $15,341 |
Filed as: CAMBRIDGE INV RESEARCH Service code 26 · EIN 42-1445429 | Advisory (Participants) | $11,179 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $700 |
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 | $36,039 | $73,102-50.7% | $123,544-70.8% | $56,287-36.0% |
| Participation rate | 96.5% | 74.3%+22.2pp | 82.3%+14.2pp | 69.9%+26.7pp |
| Annual return | -1.68% | 3.01%-4.7pp | 119.20%-120.9pp | -9.96%+8.3pp |
| Employer contribution / active EE | $2,942 | $2,977-1.2% | $4,628-36.4% | $2,111+39.4% |
| Participant deferral / active EE | $5,576 | $5,423+2.8% | $6,426-13.2% | $3,350+66.5% |
| Admin fee / account holder | $271 | $554-51.0% | $9,284-97.1% | $521-47.9% |