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 Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Shareholder ser... | $414,050 |
Filed as: ADVISED ASSET GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $233,867 |
Service code 37 · EIN 84-0467907 | Loan Processing | $90,106 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN SECURITIES Service code 71 · EIN 13-6038768 | Brokerage Fees | $11,727 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $323,054 | $127,481+153.4% | $149,696+115.8% | $90,288+257.8% |
| Participation rate | 91.6% | 78.2%+13.3pp | 82.5%+9.1pp | 73.4%+18.2pp |
| Annual return | 16.55% | 57.78%-41.2pp | 276.60%-260.1pp | 53.97%-37.4pp |
| Employer contribution / active EE | $5,742 | $3,448+66.5% | $4,644+23.6% | $2,524+127.5% |
| Participant deferral / active EE | $13,421 | $6,975+92.4% | $6,842+96.2% | $4,232+217.1% |
| Admin fee / account holder | $91 | $152-40.1% | $9,309-99.0% | $114-20.4% |