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 |
|---|---|---|
RETIREMENT STRATEGIES, INC.3+ years Service code 13 229 FURY'S FERRY ROAD, SUITE 131 · AUGUSTA, GA 30907 | Contract Administrator | $4,775 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 | Other Commissions | $756 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE INC Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $718 |
Filed as: GREAT-WEST LIFE & ANNITY INS Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $703 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $113 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $0 |
TD AMERITRADE, INC.1 year Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,620 | $63,299-9.0% | $91,001-36.7% | $62,292-7.5% |
| Participation rate | 47.1% | 73.3%-26.2pp | 75.6%-28.5pp | 69.5%-22.4pp |
| Annual return | 14.59% | 20.99%-6.4pp | 4.60%+10.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $540 | $1,807-70.1% | $2,456-78.0% | $2,042-73.5% |
| Participant deferral / active EE | $1,586 | $2,943-46.1% | $3,547-55.3% | $3,169-50.0% |
| Admin fee / account holder | $15 | $468-96.7% | $5,417-99.7% | $479-96.8% |