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 ROAD · ATLANTA, GA 30328 | Recordkeeping | $2,093 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 19 · EIN 84-1567636 PO BOX 17748 · DENVER, CO 802170748 | Securities Custodian | $1,841 |
Annual investment return 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 | $48,996 | $73,102-33.0% | $123,544-60.3% | $56,287-13.0% |
| Participation rate | 73.0% | 74.3%-1.4pp | 82.3%-9.3pp | 69.9%+3.1pp |
| Annual return | -9.44% | 3.01%-12.4pp | 119.20%-128.6pp | -9.96%+0.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,537 | $5,423+75.9% | $6,426+48.4% | $3,350+184.7% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |