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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,183 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $35 |
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 | $133,666 | $55,453+141.0% | $170,442-21.6% | $62,292+114.6% |
| Participation rate | 92.7% | 66.4%+26.3pp | 83.6%+9.1pp | 69.5%+23.2pp |
| Annual return | 14.01% | 21.38%-7.4pp | 205.93%-191.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $7,155 | $2,164+230.7% | $5,433+31.7% | $2,042+250.3% |
| Participant deferral / active EE | $3,733 | $2,303+62.1% | $4,939-24.4% | $3,169+17.8% |
| Admin fee / account holder | $92 | $455-79.8% | $13,880-99.3% | $479-80.9% |