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 9-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $220 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $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 | $50,538 | $80,753-37.4% | $136,294-62.9% | $62,292-18.9% |
| Participation rate | 86.6% | 73.5%+13.1pp | 81.9%+4.7pp | 69.5%+17.1pp |
| Annual return | 24.20% | 35.83%-11.6pp | 5155.94%-5131.7pp | 28.90%-4.7pp |
| Employer contribution / active EE | $3,572 | $2,884+23.9% | $4,695-23.9% | $2,042+74.9% |
| Participant deferral / active EE | $7,818 | $5,164+51.4% | $6,247+25.2% | $3,169+146.7% |
| Admin fee / account holder | $11 | $525-98.0% | $9,243-99.9% | $479-97.8% |