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 9-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 |
|---|---|---|
Service code 27 · EIN 91-1216229 | Advisory (Plan) | $138,560 |
RANDALL & HURLEY, INC.3+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $110,273 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $7,942 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,329 | $45,382-53.0% | $154,107-86.2% | $75,289-71.7% |
| Participation rate | 92.7% | 65.9%+26.8pp | 83.0%+9.7pp | 72.4%+20.3pp |
| Annual return | -3.96% | -0.47%-3.5pp | 735.12%-739.1pp | -0.04%-3.9pp |
| Employer contribution / active EE | $2,104 | $1,533+37.2% | $5,298-60.3% | $2,405-12.5% |
| Participant deferral / active EE | $3,588 | $2,384+50.5% | $5,081-29.4% | $3,739-4.0% |
| Admin fee / account holder | $154 | $89+72.4% | $13,411-98.9% | $102+50.5% |