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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,140 |
TD AMERITRADE, INC.5+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $187 |
ADP BROKER-DEALER5+ 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 | $103,051 | $58,655+75.7% | $91,989+12.0% | $65,185+58.1% |
| Participation rate | 88.1% | 75.3%+12.9pp | 78.6%+9.5pp | 70.2%+17.9pp |
| Annual return | 24.76% | 33.92%-9.2pp | 69.02%-44.3pp | 29.38%-4.6pp |
| Employer contribution / active EE | $3,590 | $2,080+72.6% | $3,452+4.0% | $2,177+64.9% |
| Participant deferral / active EE | $8,820 | $5,474+61.1% | $5,923+48.9% | $3,514+151.0% |
| Admin fee / account holder | $6 | $434-98.7% | $7,743-99.9% | $847-99.3% |