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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,260 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.6+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,710 | $66,813+62.7% | $100,516+8.2% | $73,488+47.9% |
| Participation rate | 86.3% | 77.5%+8.8pp | 79.4%+6.9pp | 70.7%+15.6pp |
| Annual return | 14.06% | 25.70%-11.6pp | 30.89%-16.8pp | 28.51%-14.5pp |
| Employer contribution / active EE | $3,546 | $2,147+65.2% | $3,418+3.8% | $2,270+56.2% |
| Participant deferral / active EE | $9,042 | $5,883+53.7% | $6,270+44.2% | $3,740+141.8% |
| Admin fee / account holder | $6 | $512-98.7% | $8,081-99.9% | $513-98.7% |