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 10 · EIN 48-0890241 | Accounting | $15,417 |
Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 15 · EIN 32-0169227 | Recordkeeping | $14,284 |
Filed as: CAMBRIDGE INV RESEARCH Service code 26 · EIN 42-1445429 | Advisory (Participants) | $13,492 |
Filed as: PICKET, CHANEY & MCMULLEN LLP Service code 10 · EIN 48-1246310 | Accounting | $7,325 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $440 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,478 | $89,652-45.9% | $141,162-65.7% | $65,185-25.6% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.5%+13.9pp | 70.2%+26.2pp |
| Annual return | 22.05% | 32.79%-10.7pp | 71.39%-49.3pp | 29.38%-7.3pp |
| Employer contribution / active EE | $538 | $3,065-82.5% | $4,735-88.6% | $2,177-75.3% |
| Participant deferral / active EE | $5,715 | $5,691+0.4% | $6,709-14.8% | $3,514+62.6% |
| Admin fee / account holder | $349 | $569-38.5% | $10,261-96.6% | $847-58.7% |