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 9-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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,660 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $176 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,031 | $47,126+328.7% | $149,673+35.0% | $74,419+171.5% |
| Participation rate | 99.7% | 63.4%+36.4pp | 78.8%+21.0pp | 70.7%+29.0pp |
| Annual return | 17.62% | 22.75%-5.1pp | 134.42%-116.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $8,773 | $1,905+360.4% | $4,818+82.1% | $2,637+232.6% |
| Participant deferral / active EE | $5,855 | $2,728+114.6% | $5,680+3.1% | $4,528+29.3% |
| Admin fee / account holder | $115 | $343-66.4% | $13,210-99.1% | $348-66.9% |