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 |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,487 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 99 | Other Fees | $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 | $76,031 | $89,652-15.2% | $141,162-46.1% | $65,185+16.6% |
| Participation rate | 95.6% | 74.7%+20.9pp | 82.5%+13.1pp | 70.2%+25.4pp |
| Annual return | 15.67% | 32.79%-17.1pp | 71.39%-55.7pp | 29.38%-13.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,922 | $5,691+74.3% | $6,709+47.9% | $3,514+182.4% |
| Admin fee / account holder | $22 | $569-96.0% | $10,261-99.8% | $847-97.3% |