See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TFO-TDC, LLC1 year Filed as: TFO WEALTH PARTNERS LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $66,466 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,198 | $88,890-30.0% | $102,423-39.3% | $77,643-19.9% |
| Participation rate | 69.1% | 80.9%-11.8pp | 76.5%-7.3pp | 70.6%-1.4pp |
| Annual return | 18.17% | 24.98%-6.8pp | 29.32%-11.2pp | 31.24%-13.1pp |
| Employer contribution / active EE | $1,471 | $2,698-45.5% | $3,023-51.3% | $2,726-46.0% |
| Participant deferral / active EE | $5,284 | $5,145+2.7% | $5,053+4.6% | $4,647+13.7% |
| Admin fee / account holder | $325 | $235+38.0% | $9,451-96.6% | $430-24.5% |