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 |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $10,525 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 82-0543156 | Securities brokerage | $2,288 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,692 | $80,177-10.6% | $123,892-42.1% | $57,658+24.3% |
| Participation rate | 72.6% | 74.4%-1.8pp | 81.4%-8.8pp | 70.2%+2.4pp |
| Annual return | 7.83% | 17.90%-10.1pp | 47.52%-39.7pp | 5.13%+2.7pp |
| Employer contribution / active EE | $2,086 | $2,913-28.4% | $4,617-54.8% | $1,974+5.7% |
| Participant deferral / active EE | $4,908 | $5,130-4.3% | $5,984-18.0% | $3,061+60.4% |
| Admin fee / account holder | $12 | $106-88.5% | $8,357-99.9% | $95-87.1% |