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 |
|---|---|---|
Service code 14 · EIN 82-1222973 15 W SCENIC POINTE DR. · DRAPER, UT 84020 | Plan Administrator | $11,619 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,700 | $65,376-40.8% | $87,100-55.6% | $65,185-40.6% |
| Participation rate | 34.3% | 75.3%-41.1pp | 76.9%-42.6pp | 70.2%-35.9pp |
| Annual return | 33.05% | 31.27%+1.8pp | 28.19%+4.9pp | 29.38%+3.7pp |
| Employer contribution / active EE | $581 | $1,822-68.1% | $2,521-77.0% | $2,177-73.3% |
| Participant deferral / active EE | $1,277 | $3,388-62.3% | $4,049-68.5% | $3,514-63.7% |
| Admin fee / account holder | $208 | $520-60.0% | $7,497-97.2% | $847-75.5% |