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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,100 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 715 BLOOM STREET STE 120 · CELEBRATION, FL 34747 | Other Services | $0 |
TD AMERITRADE, INC.2+ years Service code 63 | 12b-1 Fees | $0 |
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 | $44,665 | $81,537-45.2% | $149,718-70.2% | $69,631-35.9% |
| Participation rate | 75.1% | 86.1%-11.0pp | 87.1%-12.0pp | 70.7%+4.4pp |
| Annual return | 20.20% | 22.79%-2.6pp | 1501.63%-1481.4pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $2,986 | $3,239-7.8% | $5,445-45.2% | $2,032+46.9% |
| Participant deferral / active EE | $4,489 | $4,994-10.1% | $6,569-31.7% | $3,224+39.3% |
| Admin fee / account holder | $25 | $107-76.4% | $11,283-99.8% | $110-77.2% |