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 |
|---|---|---|
WHITLEY PENN LLP3 years Filed as: WHITLEY PENN, LLP Service code 15 · EIN 75-2393478 | Recordkeeping | $18,978 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,630 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,746 | $82,664+134.4% | $125,339+54.6% | $68,494+182.9% |
| Participation rate | 96.1% | 75.0%+21.0pp | 82.4%+13.7pp | 67.9%+28.2pp |
| Annual return | -13.07% | -5.97%-7.1pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,952 | $3,381-12.7% | $4,814-38.7% | $2,596+13.7% |
| Participant deferral / active EE | $6,858 | $6,110+12.2% | $7,446-7.9% | $4,027+70.3% |
| Admin fee / account holder | $162 | $6,275-97.4% | $10,010-98.4% | $5,403-97.0% |