Filed March 20, 2026 (most recent of 6 filings on file)
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 |
|---|---|---|
Filed as: ALERA GROUP INC DBA ALERA INVESTMEN Service code 27 3 PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $73,447 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,376 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,403 |
TD AMERITRADE, INC.6 years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,266 | $111,491-26.2% | $189,513-56.6% | $86,799-5.2% |
| Participation rate | 97.6% | 87.3%+10.3pp | 87.8%+9.8pp | 72.3%+25.3pp |
| Annual return | 14.06% | 83.50%-69.4pp | 555.15%-541.1pp | 97.91%-83.8pp |
| Employer contribution / active EE | $3,560 | $3,951-9.9% | $6,162-42.2% | $2,405+48.0% |
| Participant deferral / active EE | $5,291 | $6,437-17.8% | $8,221-35.6% | $4,131+28.1% |
| Admin fee / account holder | $317 | $189+68.0% | $12,045-97.4% | $170+86.9% |