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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $192,792 |
HARBOR2 years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 15 · EIN 90-0497525 | Recordkeeping | $59,958 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $94 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $38,353 | $91,746-58.2% | $146,665-73.8% | $93,030-58.8% |
| Participation rate | 91.0% | 80.9%+10.1pp | 80.1%+11.0pp | 73.9%+17.1pp |
| Annual return | 13.15% | 18.28%-5.1pp | 22.74%-9.6pp | 158.70%-145.6pp |
| Employer contribution / active EE | $924 | $2,815-67.2% | $4,136-77.7% | $2,706-65.8% |
| Participant deferral / active EE | $3,033 | $4,589-33.9% | $5,506-44.9% | $4,562-33.5% |
| Admin fee / account holder | $147 | $101+44.8% | $10,280-98.6% | $152-3.4% |