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 |
|---|---|---|
ROGERS WEALTH GROUP, INC.3 years Service code 15 · EIN 75-2618454 | Recordkeeping | $77,469 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $7,867 |
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 | $25,843 | $48,261-46.5% | $68,793-62.4% | $55,725-53.6% |
| Participation rate | 76.2% | 71.0%+5.1pp | 72.2%+3.9pp | 70.9%+5.3pp |
| Annual return | -3.16% | -2.61%-0.6pp | -4.63%+1.5pp | 244.93%-248.1pp |
| Employer contribution / active EE | $1,469 | $1,742-15.7% | $2,625-44.1% | $2,078-29.3% |
| Participant deferral / active EE | $1,972 | $2,712-27.3% | $3,311-40.4% | $3,356-41.2% |
| Admin fee / account holder | $207 | $126+64.4% | $5,131-96.0% | $115+80.1% |