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 |
|---|---|---|
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 18 · EIN 58-2025040 | Custodial (other than securities) | $12,079 |
SWERDLIN & COMPANY3+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328 | Recordkeeping | $3,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,254 | $155,795-65.8% | $136,294-60.9% | $69,631-23.5% |
| Participation rate | 62.8% | 75.2%-12.4pp | 81.9%-19.1pp | 70.7%-7.9pp |
| Annual return | 29.92% | 232464.33%-232434.4pp | 5155.94%-5126.0pp | 27571.02%-27541.1pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,237 | $5,394-58.5% | $6,247-64.2% | $3,224-30.6% |
| Admin fee / account holder | $9 | $128-93.2% | $9,243-99.9% | $110-92.1% |