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 |
|---|---|---|
FIDUCIA GROUP LLC1 year Filed as: FIDUCIA GROUP, LLC Service code 15 · EIN 26-2218504 | Recordkeeping | $12,527 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,719 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $6 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $58,948 | $73,102-19.4% | $123,544-52.3% | $56,287+4.7% |
| Participation rate | 71.0% | 74.3%-3.3pp | 82.3%-11.3pp | 69.9%+1.2pp |
| Annual return | -3.54% | 3.01%-6.5pp | 119.20%-122.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,317 | $2,977-55.8% | $4,628-71.5% | $2,111-37.6% |
| Participant deferral / active EE | $4,980 | $5,423-8.2% | $6,426-22.5% | $3,350+48.7% |
| Admin fee / account holder | $142 | $554-74.3% | $9,284-98.5% | $521-72.7% |