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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $915 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.9+ 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 | $153,211 | $69,477+120.5% | $94,646+61.9% | $71,457+114.4% |
| Participation rate | 82.2% | 78.4%+3.7pp | 80.8%+1.3pp | 67.9%+14.2pp |
| Annual return | 18.34% | 29.66%-11.3pp | 156.71%-138.4pp | 28.85%-10.5pp |
| Employer contribution / active EE | $3,449 | $2,853+20.9% | $3,672-6.1% | $2,588+33.3% |
| Participant deferral / active EE | $10,766 | $7,345+46.6% | $7,418+45.1% | $4,289+151.0% |
| Admin fee / account holder | $6 | $1,210-99.5% | $7,231-99.9% | $1,587-99.6% |