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.1 year Filed as: TD AMERITRADE TRUST CO Service code 13 · EIN 20-0937408 | Contract Administrator | $38,194 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,203 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,507 | $104,475+31.6% | $159,436-13.8% | $79,386+73.2% |
| Participation rate | 91.4% | 76.6%+14.8pp | 82.8%+8.6pp | 70.7%+20.7pp |
| Annual return | 14.86% | 67.95%-53.1pp | 263.57%-248.7pp | 116.85%-102.0pp |
| Employer contribution / active EE | $3,939 | $3,417+15.3% | $4,829-18.4% | $2,427+62.3% |
| Participant deferral / active EE | $8,554 | $6,467+32.3% | $7,352+16.3% | $4,046+111.4% |
| Admin fee / account holder | $191 | $711-73.1% | $10,799-98.2% | $626-69.5% |