See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,672 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.7+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,811 | $73,638+95.3% | $108,410+32.7% | $79,386+81.2% |
| Participation rate | 89.3% | 77.4%+11.9pp | 80.1%+9.2pp | 70.7%+18.6pp |
| Annual return | 15.65% | 33.27%-17.6pp | 905.27%-889.6pp | 116.85%-101.2pp |
| Employer contribution / active EE | $3,603 | $2,397+50.3% | $3,558+1.2% | $2,427+48.4% |
| Participant deferral / active EE | $9,547 | $6,218+53.5% | $6,563+45.5% | $4,046+136.0% |
| Admin fee / account holder | $10 | $638-98.5% | $7,295-99.9% | $626-98.4% |