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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,578 |
TD AMERITRADE, INC.4+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $1,494 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 715 BLOOM STREET STE 120 · CELEBRATION, FL 34747 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,236 | $88,515-48.9% | $162,163-72.1% | $67,579-33.1% |
| Participation rate | 79.2% | 86.8%-7.6pp | 87.6%-8.3pp | 71.3%+7.9pp |
| Annual return | 21.36% | 27.04%-5.7pp | 115.59%-94.2pp | 378.56%-357.2pp |
| Employer contribution / active EE | $2,939 | $3,563-17.5% | $5,614-47.6% | $2,148+36.9% |
| Participant deferral / active EE | $4,501 | $5,724-21.4% | $7,298-38.3% | $3,539+27.2% |
| Admin fee / account holder | $17 | $124-86.1% | $10,843-99.8% | $142-87.9% |