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 | $7,182 |
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.
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 | $55,090 | $74,347-25.9% | $93,606-41.1% | $67,579-18.5% |
| Participation rate | 62.7% | 80.6%-17.9pp | 75.8%-13.1pp | 71.3%-8.5pp |
| Annual return | 21.52% | 28.07%-6.6pp | 32.76%-11.2pp | 378.56%-357.0pp |
| Employer contribution / active EE | $489 | $2,583-81.1% | $2,718-82.0% | $2,148-77.2% |
| Participant deferral / active EE | $2,007 | $4,060-50.6% | $4,069-50.7% | $3,539-43.3% |
| Admin fee / account holder | $16 | $123-86.7% | $7,888-99.8% | $142-88.5% |