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 6-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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,946 |
CVAGS, LLC1+ years Service code 15 · EIN 27-2579538 | Recordkeeping | $11,872 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $34 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $91,718 | $65,376+40.3% | $87,100+5.3% | $65,185+40.7% |
| Participation rate | 96.9% | 75.3%+21.5pp | 76.9%+20.0pp | 70.2%+26.7pp |
| Annual return | 22.01% | 31.27%-9.3pp | 28.19%-6.2pp | 29.38%-7.4pp |
| Employer contribution / active EE | $2,090 | $1,822+14.7% | $2,521-17.1% | $2,177-4.0% |
| Participant deferral / active EE | $7,128 | $3,388+110.4% | $4,049+76.1% | $3,514+102.9% |
| Admin fee / account holder | $105 | $520-79.8% | $7,497-98.6% | $847-87.6% |