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 |
|---|---|---|
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities) | $1,210 |
NORTHWEST PLAN SERVICES, INC.4+ years Service code 99 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Other Fees | $953 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,982 | $76,000-67.1% | $154,107-83.8% | $64,186-61.1% |
| Participation rate | 84.2% | 70.4%+13.8pp | 83.0%+1.2pp | 69.6%+14.6pp |
| Annual return | -4.31% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,046 | $3,351-38.9% | $5,298-61.4% | $2,381-14.1% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $20 | $5,596-99.6% | $13,411-99.9% | $4,888-99.6% |