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 |
|---|---|---|
RETIREMENT HORIZONS INC.2+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $2,405 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $50 |
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 | $86,049 | $58,828+46.3% | $77,999+10.3% | $62,891+36.8% |
| Participation rate | 91.1% | 71.1%+20.1pp | 75.5%+15.6pp | 69.3%+21.8pp |
| Annual return | 6.18% | 17.16%-11.0pp | 425.96%-419.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,264 | $1,672-24.4% | $2,470-48.8% | $2,281-44.6% |
| Participant deferral / active EE | $7,366 | $2,686+174.3% | $3,497+110.7% | $3,203+130.0% |
| Admin fee / account holder | $178 | $4,393-96.0% | $5,480-96.8% | $4,296-95.9% |