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 |
|---|---|---|
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $175 |
RETIREMENT HORIZONS INC.4+ years Service code 64 · EIN 76-0551734 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,494 | $42,548-2.5% | $74,550-44.3% | $56,287-26.3% |
| Participation rate | 97.4% | 60.5%+37.0pp | 69.1%+28.3pp | 69.9%+27.6pp |
| Annual return | -3.54% | 12.40%-15.9pp | 32.53%-36.1pp | -9.96%+6.4pp |
| Employer contribution / active EE | $891 | $855+4.3% | $1,961-54.5% | $2,111-57.8% |
| Participant deferral / active EE | $3,603 | $2,277+58.2% | $3,108+15.9% | $3,350+7.6% |
| Admin fee / account holder | $1 | $467-99.9% | $5,060-100.0% | $521-99.9% |