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 7-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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $57,843 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $653 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $417 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
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 | $80,811 | $79,523+1.6% | $140,016-42.3% | $56,287+43.6% |
| Participation rate | 95.2% | 85.7%+9.4pp | 87.5%+7.7pp | 69.9%+25.3pp |
| Annual return | 0.00% | 2.39%-2.4pp | 651.12%-651.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $3,740 | $3,350+11.6% | $5,606-33.3% | $2,111+77.2% |
| Participant deferral / active EE | $6,007 | $5,129+17.1% | $6,927-13.3% | $3,350+79.3% |
| Admin fee / account holder | $228 | $614-62.9% | $10,705-97.9% | $521-56.3% |