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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $192,002 |
HARBOR3 years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 15 · EIN 90-0497525 | Recordkeeping | $60,000 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Employer contribution per participant 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 | $31,793 | $84,000-62.2% | $119,609-73.4% | $77,904-59.2% |
| Participation rate | 91.7% | 77.8%+13.9pp | 79.3%+12.4pp | 73.7%+18.0pp |
| Annual return | -15.77% | -11.59%-4.2pp | -14.97%-0.8pp | 12.21%-28.0pp |
| Employer contribution / active EE | $794 | $2,907-72.7% | $4,232-81.2% | $2,848-72.1% |
| Participant deferral / active EE | $3,386 | $4,705-28.0% | $5,602-39.6% | $4,806-29.5% |
| Admin fee / account holder | $140 | $116+21.0% | $10,323-98.6% | $133+5.7% |