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 |
|---|---|---|
COMPOUND VALUE ADVISERS3 years Filed as: COMPOUND VALUE ADVISORS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,199 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $9,172 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,589 | $52,953-55.5% | $172,739-86.3% | $65,185-63.8% |
| Participation rate | 81.2% | 66.2%+15.0pp | 82.6%-1.5pp | 70.2%+11.0pp |
| Annual return | 19.61% | 30.12%-10.5pp | 802.84%-783.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $441 | $2,190-79.9% | $5,143-91.4% | $2,177-79.7% |
| Participant deferral / active EE | $3,107 | $2,471+25.7% | $5,198-40.2% | $3,514-11.6% |
| Admin fee / account holder | $171 | $472-63.7% | $13,954-98.8% | $847-79.8% |