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.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $198 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
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 | $95,564 | $71,192+34.2% | $117,854-18.9% | $62,292+53.4% |
| Participation rate | 96.6% | 74.2%+22.4pp | 79.7%+16.9pp | 69.5%+27.1pp |
| Annual return | 15.41% | 18.66%-3.2pp | 335.08%-319.7pp | 28.90%-13.5pp |
| Employer contribution / active EE | $926 | $1,934-52.1% | $3,786-75.5% | $2,042-54.7% |
| Participant deferral / active EE | $3,893 | $3,189+22.1% | $4,482-13.1% | $3,169+22.8% |
| Admin fee / account holder | $22 | $587-96.3% | $8,020-99.7% | $479-95.5% |