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 |
|---|---|---|
Service code 15 · EIN 84-4826355 | Recordkeeping | $44,462 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,217 |
TD AMERITRADE, INC.6 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,322 | $69,010+212.0% | $159,960+34.6% | $68,494+214.4% |
| Participation rate | 90.8% | 65.4%+25.4pp | 78.0%+12.8pp | 67.9%+22.9pp |
| Annual return | -16.02% | -9.65%-6.4pp | 408.60%-424.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,781 | $2,213+25.7% | $4,226-34.2% | $2,596+7.1% |
| Participant deferral / active EE | $11,513 | $4,212+173.3% | $6,182+86.2% | $4,027+185.9% |
| Admin fee / account holder | $611 | $4,798-87.3% | $8,698-93.0% | $5,403-88.7% |