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.7+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $28,818 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,246 | $59,263+15.2% | $96,562-29.3% | $79,386-14.0% |
| Participation rate | 49.6% | 61.9%-12.3pp | 69.8%-20.2pp | 70.7%-21.1pp |
| Annual return | 19.70% | 27.07%-7.4pp | 37.78%-18.1pp | 116.85%-97.2pp |
| Employer contribution / active EE | $468 | $1,216-61.5% | $2,356-80.1% | $2,427-80.7% |
| Participant deferral / active EE | $2,458 | $2,948-16.6% | $3,849-36.1% | $4,046-39.2% |
| Admin fee / account holder | $223 | $658-66.1% | $6,181-96.4% | $626-64.3% |