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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 37 · EIN 23-1945930 | Loan Processing | $10,315 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $919 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,938 | $51,244+18.9% | $80,975-24.7% | $55,167+10.5% |
| Participation rate | 94.2% | 71.7%+22.5pp | 75.8%+18.3pp | 69.0%+25.2pp |
| Annual return | 15.56% | 17.39%-1.8pp | 17.10%-1.5pp | 169.23%-153.7pp |
| Employer contribution / active EE | $14,471 | $1,770+717.5% | $3,714+289.6% | $1,963+637.4% |
| Participant deferral / active EE | $19,295 | $4,418+336.8% | $5,696+238.7% | $3,054+531.8% |
| Admin fee / account holder | $52 | $398-86.9% | $5,516-99.1% | $504-89.6% |