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 |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,357 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $14 |
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 | $154,693 | $61,214+152.7% | $83,333+85.6% | $56,287+174.8% |
| Participation rate | 80.2% | 72.6%+7.6pp | 77.8%+2.4pp | 69.9%+10.3pp |
| Annual return | -5.92% | 0.42%-6.3pp | 10.63%-16.6pp | -9.96%+4.0pp |
| Employer contribution / active EE | $4,186 | $1,925+117.4% | $3,379+23.9% | $2,111+98.3% |
| Participant deferral / active EE | $5,941 | $5,091+16.7% | $5,565+6.7% | $3,350+77.3% |
| Admin fee / account holder | $12 | $512-97.6% | $7,510-99.8% | $521-97.7% |