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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,380 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $28 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,007 | $55,002-38.2% | $59,878-43.2% | $56,287-39.6% |
| Participation rate | 62.9% | 75.9%-13.0pp | 74.7%-11.8pp | 69.9%-6.9pp |
| Annual return | -3.67% | 1.13%-4.8pp | 3.46%-7.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,908 | $2,448-22.1% | $2,722-29.9% | $2,111-9.6% |
| Participant deferral / active EE | $3,930 | $3,121+25.9% | $3,402+15.5% | $3,350+17.3% |
| Admin fee / account holder | $9 | $236-96.4% | $3,590-99.8% | $521-98.3% |