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 | $7,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $53,146 | $65,223-18.5% | $80,019-33.6% | $55,725-4.6% |
| Participation rate | 62.7% | 80.6%-17.9pp | 75.8%-13.2pp | 70.9%-8.2pp |
| Annual return | -6.75% | 7.59%-14.3pp | 11.22%-18.0pp | 244.93%-251.7pp |
| Employer contribution / active EE | $447 | $2,544-82.4% | $2,468-81.9% | $2,078-78.5% |
| Participant deferral / active EE | $1,897 | $3,881-51.1% | $3,686-48.5% | $3,356-43.5% |
| Admin fee / account holder | $20 | $114-82.3% | $6,521-99.7% | $115-82.5% |