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 |
|---|---|---|
SWERDLIN & COMPANY4+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328 | Recordkeeping | $23,536 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 18 · EIN 58-2025040 | Custodial (other than securities) | $13,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $51,262 | $75,388-32.0% | $123,544-58.5% | $55,725-8.0% |
| Participation rate | 54.1% | 75.7%-21.6pp | 82.3%-28.2pp | 70.9%-16.8pp |
| Annual return | -3.67% | 4.48%-8.1pp | 119.20%-122.9pp | 244.93%-248.6pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,147 | $5,651-62.0% | $6,426-66.6% | $3,356-36.0% |
| Admin fee / account holder | $63 | $120-47.2% | $9,284-99.3% | $115-45.1% |