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 | $16,286 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,194 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,748 | $65,061-22.0% | $143,757-64.7% | $66,914-24.2% |
| Participation rate | 65.7% | 65.2%+0.6pp | 80.3%-14.6pp | 69.8%-4.1pp |
| Annual return | -17.19% | -11.14%-6.1pp | -0.04%-17.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,430 | $2,361+2.9% | $4,951-50.9% | $2,544-4.5% |
| Participant deferral / active EE | $5,108 | $2,919+75.0% | $5,637-9.4% | $4,237+20.6% |
| Admin fee / account holder | $153 | $502-69.6% | $14,673-99.0% | $593-74.3% |