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 |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP2 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $7,390 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,805 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $888 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,498 | $46,173-21.0% | $170,442-78.6% | $69,631-47.6% |
| Participation rate | 19.0% | 63.9%-44.9pp | 83.6%-64.6pp | 70.7%-51.7pp |
| Annual return | 17.60% | 21.62%-4.0pp | 205.93%-188.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $190 | $1,610-88.2% | $5,433-96.5% | $2,032-90.6% |
| Participant deferral / active EE | $626 | $2,080-69.9% | $4,939-87.3% | $3,224-80.6% |
| Admin fee / account holder | $83 | $116-28.7% | $13,880-99.4% | $110-25.1% |