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-DEALER3 years Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $23,807 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $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 | $100,346 | $61,272+63.8% | $149,673-33.0% | $71,457+40.4% |
| Participation rate | 93.1% | 62.5%+30.6pp | 78.8%+14.3pp | 67.9%+25.2pp |
| Annual return | 27.14% | 35.85%-8.7pp | 134.42%-107.3pp | 28.85%-1.7pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,998 | $2,917+139.9% | $5,680+23.2% | $4,289+63.2% |
| Admin fee / account holder | $123 | $1,261-90.2% | $13,210-99.1% | $1,587-92.2% |