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.6+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $16,486 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,646 | $54,573+9.3% | $90,951-34.4% | $73,488-18.8% |
| Participation rate | 45.0% | 61.2%-16.1pp | 69.0%-24.0pp | 70.7%-25.7pp |
| Annual return | 10.66% | 16.69%-6.0pp | 134.60%-123.9pp | 28.51%-17.9pp |
| Employer contribution / active EE | $419 | $991-57.7% | $2,122-80.2% | $2,270-81.5% |
| Participant deferral / active EE | $2,148 | $2,517-14.7% | $3,373-36.3% | $3,740-42.6% |
| Admin fee / account holder | $70 | $521-86.6% | $5,959-98.8% | $513-86.4% |