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.5+ years Service code 17 229 FURY'S FERRY ROAD, SUITE 131 · AUGUSTA, GA 30907 | Pension Consulting | $3,024 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. Service code 17 200 DRYDEN RD · DRESHER, PA 19025 | Pension Consulting | $1,548 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,431 |
Filed as: GREAT-WEST LIFE & ANNITY INS Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $745 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE INC Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $142 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $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 | $62,127 | $66,310-6.3% | $93,606-33.6% | $65,185-4.7% |
| Participation rate | 47.9% | 74.0%-26.1pp | 75.8%-28.0pp | 70.2%-22.3pp |
| Annual return | 21.21% | 42.58%-21.4pp | 32.76%-11.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $702 | $2,012-65.1% | $2,718-74.2% | $2,177-67.8% |
| Participant deferral / active EE | $2,194 | $3,342-34.3% | $4,069-46.1% | $3,514-37.6% |
| Admin fee / account holder | $24 | $6,897-99.7% | $7,888-99.7% | $847-97.2% |