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 8-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 |
|---|---|---|
Filed as: HORNOR, TOWNSEND & KENT, LLC Service code 15 · EIN 23-0952300 | Recordkeeping | $14,424 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,228 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,580 | $78,672-62.4% | $109,143-72.9% | $85,850-65.5% |
| Participation rate | 80.0% | 68.3%+11.7pp | 75.9%+4.1pp | 69.3%+10.7pp |
| Annual return | 9.55% | 25.09%-15.5pp | 25.75%-16.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $2,580 | $2,735-5.7% | $3,722-30.7% | $2,565+0.6% |
| Participant deferral / active EE | $4,128 | $3,467+19.1% | $4,653-11.3% | $3,952+4.5% |
| Admin fee / account holder | $59 | $5,469-98.9% | $6,752-99.1% | $6,260-99.1% |