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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.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,257 |
ADP BROKER-DEALER2 years Service code 59 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.2 years Service code 63 | 12b-1 Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,012 | $65,061+18.4% | $143,757-46.4% | $66,914+15.1% |
| Participation rate | 95.5% | 65.2%+30.3pp | 80.3%+15.2pp | 69.8%+25.7pp |
| Annual return | -20.03% | -11.14%-8.9pp | -0.04%-20.0pp | 1.58%-21.6pp |
| Employer contribution / active EE | $11 | $2,361-99.5% | $4,951-99.8% | $2,544-99.6% |
| Participant deferral / active EE | $6,453 | $2,919+121.1% | $5,637+14.5% | $4,237+52.3% |
| Admin fee / account holder | $107 | $502-78.6% | $14,673-99.3% | $593-81.9% |