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 |
|---|---|---|
Filed as: IRON FINANCIAL, LLC Service code 26 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Participants) | $21,711 |
Service code 15 4010 BOYSCOTT · TAMPA, FL 33607 | Recordkeeping | $9,317 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST Service code 19 · EIN 20-0937408 | Securities Custodian | $1,488 |
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 | $36,606 | $75,183-51.3% | $123,892-70.5% | $55,167-33.6% |
| Participation rate | 99.4% | 72.8%+26.6pp | 81.4%+18.0pp | 69.0%+30.4pp |
| Annual return | 14.21% | 19.01%-4.8pp | 47.52%-33.3pp | 169.23%-155.0pp |
| Employer contribution / active EE | $3,486 | $2,823+23.5% | $4,617-24.5% | $1,963+77.6% |
| Participant deferral / active EE | $6,153 | $5,084+21.0% | $5,984+2.8% | $3,054+101.5% |
| Admin fee / account holder | $185 | $663-72.1% | $8,357-97.8% | $504-63.3% |