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.5+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $15,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,925 | $49,138+17.9% | $84,015-31.1% | $65,185-11.1% |
| Participation rate | 46.4% | 60.7%-14.3pp | 69.0%-22.6pp | 70.2%-23.8pp |
| Annual return | 23.60% | 23.00%+0.6pp | 71.31%-47.7pp | 29.38%-5.8pp |
| Employer contribution / active EE | $408 | $914-55.4% | $1,983-79.4% | $2,177-81.3% |
| Participant deferral / active EE | $1,969 | $2,397-17.8% | $3,239-39.2% | $3,514-44.0% |
| Admin fee / account holder | $133 | $543-75.5% | $6,101-97.8% | $847-84.3% |