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 |
|---|---|---|
TD AMERITRADE, INC.3+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $2,939 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $825 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 715 BLOOM STREET STE 120 · CELEBRATION, FL 34747 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,923 | $80,005-50.1% | $140,016-71.5% | $55,725-28.4% |
| Participation rate | 77.8% | 87.0%-9.2pp | 87.5%-9.7pp | 70.9%+7.0pp |
| Annual return | -4.73% | 0.46%-5.2pp | 651.12%-655.8pp | 244.93%-249.7pp |
| Employer contribution / active EE | $2,919 | $3,403-14.2% | $5,606-47.9% | $2,078+40.5% |
| Participant deferral / active EE | $4,525 | $5,264-14.0% | $6,927-34.7% | $3,356+34.8% |
| Admin fee / account holder | $1 | $116-98.8% | $10,705-100.0% | $115-98.8% |