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 |
|---|---|---|
PENSION PLANNING SOLUTIONS1+ years Service code 27 301 SOUTH ELM STREET, SUITE 608 · GREENSBORO, NC 27401 | Advisory (Plan) | $14,031 |
STANLEY BENEFIT SERVICES, INC.1+ years Service code 15 · EIN 20-4006400 | Recordkeeping | $6,767 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 18 · EIN 20-0937408 | Direct payment from the plan; Trustee... | $3,653 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,621 | $31,109-4.8% | $67,711-56.3% | $52,331-43.4% |
| Participation rate | 70.3% | 54.0%+16.4pp | 67.5%+2.8pp | 68.1%+2.2pp |
| Annual return | 3.43% | 23.70%-20.3pp | 25.41%-22.0pp | 4.54%-1.1pp |
| Employer contribution / active EE | $209 | $1,076-80.5% | $2,559-91.8% | $1,882-88.9% |
| Participant deferral / active EE | $1,519 | $1,970-22.9% | $3,585-57.6% | $3,022-49.7% |
| Admin fee / account holder | $163 | $466-65.0% | $4,255-96.2% | $592-72.4% |