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 |
|---|---|---|
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $4,799 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE INSTITUTIONAL Service code 15 · EIN 47-0533629 | Recordkeeping | $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 | $214,977 | $58,879+265.1% | $178,490+20.4% | $73,488+192.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.24% | 24.86%-12.6pp | 151.07%-138.8pp | 28.51%-16.3pp |
| Employer contribution / active EE | $7,641 | $2,236+241.7% | $5,011+52.5% | $2,270+236.6% |
| Participant deferral / active EE | $7,232 | $2,567+181.7% | $5,202+39.0% | $3,740+93.4% |
| Admin fee / account holder | $10 | $400-97.5% | $13,984-99.9% | $513-98.0% |