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 8-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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: NEXT FINANCIAL GROUP INC Service code 55 2500 WILCREST DR 620 · HOUSTON, TX 77042 | Other Commissions | $14,352 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,088 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,224 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $984 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $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 | $75,426 | $99,957-24.5% | $149,696-49.6% | $73,488+2.6% |
| Participation rate | 81.9% | 75.7%+6.2pp | 82.5%-0.6pp | 70.7%+11.2pp |
| Annual return | 219.20% | 53.87%+165.3pp | 276.60%-57.4pp | 28.51%+190.7pp |
| Employer contribution / active EE | $3,074 | $3,191-3.7% | $4,644-33.8% | $2,270+35.4% |
| Participant deferral / active EE | $6,974 | $6,073+14.8% | $6,842+1.9% | $3,740+86.5% |
| Admin fee / account holder | $34 | $551-93.9% | $9,309-99.6% | $513-93.4% |