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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $62,852 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $37,189 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.8+ 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 | $27,354 | $42,504-35.6% | $159,960-82.9% | $77,904-64.9% |
| Participation rate | 32.4% | 66.9%-34.5pp | 78.0%-45.6pp | 73.7%-41.3pp |
| Annual return | -12.16% | -12.43%+0.3pp | 408.60%-420.8pp | 12.21%-24.4pp |
| Employer contribution / active EE | $828 | $1,684-50.8% | $4,226-80.4% | $2,848-70.9% |
| Participant deferral / active EE | $1,351 | $3,919-65.5% | $6,182-78.1% | $4,806-71.9% |
| Admin fee / account holder | $203 | $98+108.5% | $8,698-97.7% | $133+53.4% |