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) | $153,656 |
RANDALL & HURLEY, INC.4+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $127,861 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $10,877 |
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 | $26,965 | $47,456-43.2% | $172,739-84.4% | $77,787-65.3% |
| Participation rate | 98.1% | 66.3%+31.8pp | 82.6%+15.5pp | 73.2%+24.9pp |
| Annual return | 18.51% | 35.57%-17.1pp | 802.84%-784.3pp | 32.57%-14.1pp |
| Employer contribution / active EE | $2,522 | $1,574+60.2% | $5,143-51.0% | $2,504+0.7% |
| Participant deferral / active EE | $4,321 | $2,560+68.8% | $5,198-16.9% | $3,967+8.9% |
| Admin fee / account holder | $167 | $81+107.0% | $13,954-98.8% | $100+67.3% |