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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,121 |
SAGEPOINT FINANCIAL INC8+ years Filed as: SAGEPOINT FINANCIAL, INC. Service code 15 · EIN 20-1741754 | Recordkeeping | $41,711 |
TD AMERITRADE, INC.8+ 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 | $59,191 | $56,503+4.8% | $70,092-15.6% | $64,808-8.7% |
| Participation rate | 97.5% | 70.5%+27.1pp | 70.5%+27.0pp | 71.5%+26.1pp |
| Annual return | -14.74% | -13.44%-1.3pp | 190.73%-205.5pp | 32.82%-47.6pp |
| Employer contribution / active EE | $3,997 | $2,046+95.3% | $2,559+56.2% | $2,506+59.5% |
| Participant deferral / active EE | $6,148 | $3,389+81.4% | $3,849+59.7% | $4,310+42.6% |
| Admin fee / account holder | $175 | $160+9.2% | $6,267-97.2% | $188-6.8% |