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 |
|---|---|---|
RETIREMENT HORIZONS INC.3+ years Service code 64 · EIN 76-0551734 | Recordkeeping Fees | $1,200 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $345 |
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 | $46,055 | $48,064-4.2% | $78,778-41.5% | $69,631-33.9% |
| Participation rate | 79.0% | 61.6%+17.4pp | 69.2%+9.8pp | 70.7%+8.3pp |
| Annual return | 18.32% | 21.81%-3.5pp | 35.62%-17.3pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $857 | $744+15.3% | $1,986-56.8% | $2,032-57.8% |
| Participant deferral / active EE | $2,658 | $2,079+27.8% | $2,958-10.2% | $3,224-17.5% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |