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 |
|---|---|---|
INSPERITY RETIREMENT SERVICES3+ years Service code 13 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Contract Administrator | $181,850 |
RELIANCE TRUST COMPANY2 years Service code 19 · EIN 58-1428634 1100 ABERNATHY ROAD · ATLANTA, GA 30328 | Securities Custodian | $180,000 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 200 PLAZA DRIVE · SECAUCUS, NJ 07094 | Accounting | $39,785 |
PRONVEST3+ years Service code 26 · EIN 62-1823351 1203 CARTER STREET · CHATTANOOGA, TN 37402 | Advisory (Participants) | $15,333 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE RETIREMENT SERVICES Service code 33 · EIN 47-0533639 P.O. BOX 2226 · OMAHA, NE 681032226 | Securities brokerage; Securities brok... | $12,261 |
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 | $76,848 | $96,458-20.3% | $136,294-43.6% | $77,958-1.4% |
| Participation rate | 80.7% | 75.4%+5.3pp | 81.9%-1.3pp | 71.6%+9.0pp |
| Annual return | 17.89% | 23.78%-5.9pp | 5155.94%-5138.0pp | 20.87%-3.0pp |
| Employer contribution / active EE | $2,995 | $3,144-4.7% | $4,695-36.2% | $2,310+29.6% |
| Participant deferral / active EE | $5,402 | $5,902-8.5% | $6,247-13.5% | $3,537+52.8% |
| Admin fee / account holder | $113 | $80+40.8% | $9,243-98.8% | $97+16.3% |