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 |
|---|---|---|
CAPITAL DIRECTIONS, LLC2+ years Service code 26 · EIN 58-2592093 | Advisory (Participants) | $60,337 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: KASSOUF RETIREMENT PLAN SERVICES Service code 15 · EIN 63-1239553 | Recordkeeping | $15,478 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 717 17TH ST., SUITE 1700 · DENVER, CO 80202 | Custodial (securities); Custodial (ot... | $5,059 |
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 | $0 | $77,813-100.0% | $123,544-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 74.7%-74.7pp | 82.3%-82.3pp | 69.6%-69.6pp |
| Annual return | 14.11% | 12.48%+1.6pp | 119.20%-105.1pp | 7.63%+6.5pp |
| Employer contribution / active EE | $7,254 | $3,014+140.7% | $4,628+56.8% | $2,381+204.7% |
| Participant deferral / active EE | $7,034 | $5,240+34.2% | $6,426+9.5% | $3,470+102.7% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |