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 |
|---|---|---|
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $32,705 |
COMPOUND VALUE ADVISERS1 year Service code 28 67 S. HIGLEY ROAD · GILBERT, AZ 85296 | Investment Management | $11,735 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,457 | $58,879-51.7% | $178,490-84.1% | $73,488-61.3% |
| Participation rate | 79.2% | 66.2%+13.0pp | 81.9%-2.7pp | 70.7%+8.6pp |
| Annual return | 4.41% | 24.86%-20.5pp | 151.07%-146.7pp | 28.51%-24.1pp |
| Employer contribution / active EE | $343 | $2,236-84.7% | $5,011-93.2% | $2,270-84.9% |
| Participant deferral / active EE | $3,063 | $2,567+19.3% | $5,202-41.1% | $3,740-18.1% |
| Admin fee / account holder | $393 | $400-1.8% | $13,984-97.2% | $513-23.3% |