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 LLP4 years Filed as: WHITLEY PENN, LLP Service code 15 · EIN 75-2393478 | Recordkeeping | $21,115 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,937 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.5 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,804 | $93,571+121.0% | $135,903+52.2% | $75,163+175.1% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 13.60% | 30.90%-17.3pp | 68.23%-54.6pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,957 | $3,537-16.4% | $4,856-39.1% | $2,670+10.7% |
| Participant deferral / active EE | $7,085 | $6,404+10.6% | $7,758-8.7% | $4,125+71.7% |
| Admin fee / account holder | $229 | $6,975-96.7% | $10,762-97.9% | $5,651-96.0% |