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 |
|---|---|---|
MV CAPITAL MANAGEMENT, INC.2 years Service code 28 · EIN 52-1480475 | Investment Management | $45,144 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 21 717 17TH STREET · DENVER, CO 802023331 | Bank Trustee | $26,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,831 | $99,957-10.1% | $149,696-40.0% | $73,488+22.2% |
| Participation rate | 96.4% | 75.7%+20.6pp | 82.5%+13.9pp | 70.7%+25.7pp |
| Annual return | 10.09% | 53.87%-43.8pp | 276.60%-266.5pp | 28.51%-18.4pp |
| Employer contribution / active EE | $4,756 | $3,191+49.0% | $4,644+2.4% | $2,270+109.5% |
| Participant deferral / active EE | $8,121 | $6,073+33.7% | $6,842+18.7% | $3,740+117.2% |
| Admin fee / account holder | $441 | $551-20.0% | $9,309-95.3% | $513-14.1% |