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 CORP5 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $9,260 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,023 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,448 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $35 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,197 | $58,879-8.0% | $178,490-69.6% | $73,488-26.3% |
| Participation rate | 31.7% | 66.2%-34.5pp | 81.9%-50.2pp | 70.7%-39.0pp |
| Annual return | 18.25% | 24.86%-6.6pp | 151.07%-132.8pp | 28.51%-10.3pp |
| Employer contribution / active EE | $289 | $2,236-87.1% | $5,011-94.2% | $2,270-87.3% |
| Participant deferral / active EE | $1,076 | $2,567-58.1% | $5,202-79.3% | $3,740-71.2% |
| Admin fee / account holder | $125 | $400-68.8% | $13,984-99.1% | $513-75.6% |