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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,340 |
TD AMERITRADE, INC.8+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $6 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,221 | $58,320+114.7% | $86,436+44.9% | $66,914+87.1% |
| Participation rate | 83.9% | 78.6%+5.3pp | 80.3%+3.5pp | 69.8%+14.1pp |
| Annual return | -18.80% | -9.71%-9.1pp | 4394.89%-4413.7pp | 1.58%-20.4pp |
| Employer contribution / active EE | $3,531 | $2,615+35.0% | $3,769-6.3% | $2,544+38.8% |
| Participant deferral / active EE | $10,527 | $6,899+52.6% | $6,952+51.4% | $4,237+148.5% |
| Admin fee / account holder | $8 | $546-98.5% | $6,731-99.9% | $593-98.6% |