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 |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS, INC. Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $46,579 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,148 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,989 |
TD AMERITRADE, INC.1+ years Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,548 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,106 | $68,413-12.1% | $123,104-51.2% | $55,191+8.9% |
| Participation rate | 98.7% | 84.5%+14.2pp | 86.8%+12.0pp | 69.2%+29.6pp |
| Annual return | 12.94% | 6.30%+6.6pp | 13.22%-0.3pp | 10.78%+2.2pp |
| Employer contribution / active EE | $10,238 | $3,050+235.7% | $5,151+98.8% | $1,899+439.2% |
| Participant deferral / active EE | $10,525 | $4,490+134.4% | $6,230+69.0% | $3,046+245.5% |
| Admin fee / account holder | $256 | $88+191.2% | $9,015-97.2% | $91+181.7% |