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.2+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $24,629 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,118 | $56,629-50.3% | $77,999-64.0% | $55,167-49.0% |
| Participation rate | 62.3% | 73.3%-11.0pp | 75.5%-13.2pp | 69.0%-6.6pp |
| Annual return | 7.73% | 2866.98%-2859.3pp | 425.96%-418.2pp | 169.23%-161.5pp |
| Employer contribution / active EE | $421 | $1,723-75.5% | $2,470-82.9% | $1,963-78.5% |
| Participant deferral / active EE | $2,144 | $2,777-22.8% | $3,497-38.7% | $3,054-29.8% |
| Admin fee / account holder | $129 | $467-72.4% | $5,480-97.7% | $504-74.5% |