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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,370 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $7 |
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 | $45,734 | $95,542-52.1% | $69,455-34.2% | $67,579-32.3% |
| Participation rate | 64.1% | 79.4%-15.3pp | 74.6%-10.5pp | 71.3%-7.2pp |
| Annual return | 28.31% | 17.67%+10.6pp | 28.97%-0.7pp | 378.56%-350.2pp |
| Employer contribution / active EE | $2,015 | $2,989-32.6% | $2,779-27.5% | $2,148-6.2% |
| Participant deferral / active EE | $4,323 | $3,263+32.5% | $3,535+22.3% | $3,539+22.2% |
| Admin fee / account holder | $12 | $90-86.6% | $3,839-99.7% | $142-91.6% |