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 LLC4+ years Service code 27 262 CARROLL ST. · FORT WORTH, TX 76107 | Advisory (Plan) | $10,528 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $2,464 |
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 | $101,731 | $89,652+13.5% | $141,162-27.9% | $65,185+56.1% |
| Participation rate | 91.5% | 74.7%+16.8pp | 82.5%+9.0pp | 70.2%+21.3pp |
| Annual return | 46.53% | 32.79%+13.7pp | 71.39%-24.9pp | 29.38%+17.1pp |
| Employer contribution / active EE | $3,190 | $3,065+4.1% | $4,735-32.6% | $2,177+46.5% |
| Participant deferral / active EE | $6,647 | $5,691+16.8% | $6,709-0.9% | $3,514+89.2% |
| Admin fee / account holder | $60 | $569-89.4% | $10,261-99.4% | $847-92.9% |