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 |
|---|---|---|
Filed as: SEIA LLC Service code 15 · EIN 95-4806910 | Recordkeeping | $13,792 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $960 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,104 | $91,190-37.4% | $178,490-68.0% | $79,858-28.5% |
| Participation rate | 68.2% | 69.2%-1.0pp | 81.9%-13.7pp | 69.6%-1.4pp |
| Annual return | 14.70% | 24.19%-9.5pp | 151.07%-136.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,321 | $3,256-28.7% | $5,011-53.7% | $2,471-6.0% |
| Participant deferral / active EE | $5,288 | $3,236+63.4% | $5,202+1.7% | $3,740+41.4% |
| Admin fee / account holder | $133 | $6,751-98.0% | $13,984-99.0% | $5,306-97.5% |