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 Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $1,383 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,280 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $79,508 | $61,214+29.9% | $83,333-4.6% | $56,287+41.3% |
| Participation rate | 86.7% | 72.6%+14.1pp | 77.8%+8.9pp | 69.9%+16.9pp |
| Annual return | -6.75% | 0.42%-7.2pp | 10.63%-17.4pp | -9.96%+3.2pp |
| Employer contribution / active EE | $3,132 | $1,925+62.7% | $3,379-7.3% | $2,111+48.4% |
| Participant deferral / active EE | $7,627 | $5,091+49.8% | $5,565+37.1% | $3,350+127.7% |
| Admin fee / account holder | $7 | $512-98.7% | $7,510-99.9% | $521-98.7% |