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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,481 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $22,676 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.6+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,237 | $48,592-58.4% | $185,823-89.1% | $90,288-77.6% |
| Participation rate | 29.3% | 66.2%-36.9pp | 78.0%-48.7pp | 73.4%-44.1pp |
| Annual return | 17.15% | 68.51%-51.4pp | 35.95%-18.8pp | 53.97%-36.8pp |
| Employer contribution / active EE | $610 | $1,389-56.1% | $4,087-85.1% | $2,524-75.8% |
| Participant deferral / active EE | $986 | $3,463-71.5% | $5,632-82.5% | $4,232-76.7% |
| Admin fee / account holder | $140 | $77+80.8% | $9,500-98.5% | $114+22.8% |