See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,465 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $7 |
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 | $203,459 | $58,655+246.9% | $91,989+121.2% | $65,185+212.1% |
| Participation rate | 75.2% | 75.3%-0.1pp | 78.6%-3.4pp | 70.2%+5.0pp |
| Annual return | 26.15% | 33.92%-7.8pp | 69.02%-42.9pp | 29.38%-3.2pp |
| Employer contribution / active EE | $4,376 | $2,080+110.3% | $3,452+26.8% | $2,177+101.0% |
| Participant deferral / active EE | $6,101 | $5,474+11.5% | $5,923+3.0% | $3,514+73.6% |
| Admin fee / account holder | $13 | $434-96.9% | $7,743-99.8% | $847-98.4% |