See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,570 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $50 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,043 | $61,156+91.4% | $185,823-37.0% | $79,386+47.4% |
| Participation rate | 93.0% | 66.6%+26.3pp | 81.7%+11.3pp | 70.7%+22.3pp |
| Annual return | 20.06% | 19.45%+0.6pp | 122.05%-102.0pp | 116.85%-96.8pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,489 | $2,789+132.7% | $5,568+16.5% | $4,046+60.4% |
| Admin fee / account holder | $115 | $710-83.7% | $16,237-99.3% | $626-81.6% |