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 |
|---|---|---|
CLEARWEALTH, INC.3+ years Service code 26 · EIN 82-0508121 | Advisory (Participants) | $62,191 |
TRAUTMANN MAHER & ASSOCIATES3+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $49,103 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 18 · EIN 20-0937408 | Trustee (directed); Trustee (bank, tr... | $4,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,009 | $52,149-36.7% | $122,332-73.0% | $77,958-57.7% |
| Participation rate | 25.1% | 58.6%-33.5pp | 71.6%-46.6pp | 71.6%-46.6pp |
| Annual return | 21.86% | 17.75%+4.1pp | 30.27%-8.4pp | 20.87%+1.0pp |
| Employer contribution / active EE | $9 | $1,750-99.5% | $4,050-99.8% | $2,310-99.6% |
| Participant deferral / active EE | $1,066 | $2,114-49.6% | $3,287-67.6% | $3,537-69.9% |
| Admin fee / account holder | $212 | $93+127.8% | $5,478-96.1% | $97+118.0% |