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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,987 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $236 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,836 | $42,548+47.7% | $74,550-15.7% | $56,287+11.6% |
| Participation rate | 74.4% | 60.5%+13.9pp | 69.1%+5.2pp | 69.9%+4.5pp |
| Annual return | -4.70% | 12.40%-17.1pp | 32.53%-37.2pp | -9.96%+5.3pp |
| Employer contribution / active EE | $512 | $855-40.1% | $1,961-73.9% | $2,111-75.7% |
| Participant deferral / active EE | $3,932 | $2,277+72.7% | $3,108+26.5% | $3,350+17.4% |
| Admin fee / account holder | $69 | $467-85.2% | $5,060-98.6% | $521-86.7% |