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 |
|---|---|---|
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $15,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,569 | $42,548+9.5% | $74,550-37.5% | $56,287-17.3% |
| Participation rate | 51.1% | 60.5%-9.4pp | 69.1%-18.1pp | 69.9%-18.8pp |
| Annual return | -8.35% | 12.40%-20.8pp | 32.53%-40.9pp | -9.96%+1.6pp |
| Employer contribution / active EE | $418 | $855-51.1% | $1,961-78.7% | $2,111-80.2% |
| Participant deferral / active EE | $2,036 | $2,277-10.6% | $3,108-34.5% | $3,350-39.2% |
| Admin fee / account holder | $135 | $467-71.1% | $5,060-97.3% | $521-74.1% |