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 |
|---|---|---|
PUREWATER CAPITAL LLC2+ years Service code 27 262 CARROLL ST · FORT WORTH, TX 76107 | Advisory (Plan) | $45,906 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $2,244 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,972 | $80,753+20.1% | $136,294-28.9% | $62,292+55.7% |
| Participation rate | 89.8% | 73.5%+16.3pp | 81.9%+7.9pp | 69.5%+20.3pp |
| Annual return | 19.26% | 35.83%-16.6pp | 5155.94%-5136.7pp | 28.90%-9.6pp |
| Employer contribution / active EE | $3,059 | $2,884+6.1% | $4,695-34.8% | $2,042+49.8% |
| Participant deferral / active EE | $6,411 | $5,164+24.1% | $6,247+2.6% | $3,169+102.3% |
| Admin fee / account holder | $325 | $525-38.1% | $9,243-96.5% | $479-32.1% |