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 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $42,024 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,499 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,720 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $3 |
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 | $92,313 | $58,879+56.8% | $178,490-48.3% | $73,488+25.6% |
| Participation rate | 90.1% | 66.2%+23.9pp | 81.9%+8.2pp | 70.7%+19.4pp |
| Annual return | 13.71% | 24.86%-11.1pp | 151.07%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $4,417 | $2,236+97.5% | $5,011-11.8% | $2,270+94.6% |
| Participant deferral / active EE | $10,218 | $2,567+298.0% | $5,202+96.4% | $3,740+173.2% |
| Admin fee / account holder | $311 | $400-22.4% | $13,984-97.8% | $513-39.5% |