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 | $240 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $150 |
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 | $44,923 | $51,466-12.7% | $78,778-43.0% | $62,292-27.9% |
| Participation rate | 98.7% | 59.8%+38.9pp | 69.2%+29.5pp | 69.5%+29.2pp |
| Annual return | 18.25% | 19.96%-1.7pp | 35.62%-17.4pp | 28.90%-10.6pp |
| Employer contribution / active EE | $870 | $827+5.1% | $1,986-56.2% | $2,042-57.4% |
| Participant deferral / active EE | $2,850 | $2,147+32.7% | $2,958-3.7% | $3,169-10.1% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |