Filed October 14, 2020
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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,377 |
SAGEPOINT FINANCIAL INC6+ years Filed as: SAGEPOINT FINANCIAL, INC. Service code 15 · EIN 20-1741754 | Recordkeeping | $39,620 |
TD AMERITRADE, INC.6+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $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 | $60,479 | $61,473-1.6% | $81,930-26.2% | $73,409-17.6% |
| Participation rate | 97.3% | 72.4%+24.9pp | 72.0%+25.3pp | 72.2%+25.1pp |
| Annual return | 15.48% | 28.26%-12.8pp | 29.49%-14.0pp | 59.29%-43.8pp |
| Employer contribution / active EE | $3,102 | $1,898+63.5% | $4,310-28.0% | $2,234+38.9% |
| Participant deferral / active EE | $4,431 | $3,080+43.9% | $7,107-37.7% | $3,805+16.4% |
| Admin fee / account holder | $171 | $125+36.2% | $5,158-96.7% | $158+8.2% |