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 | $52,415 |
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.
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 | $34,566 | $58,083-40.5% | $80,019-56.8% | $56,287-38.6% |
| Participation rate | 63.2% | 73.6%-10.4pp | 75.8%-12.6pp | 69.9%-6.6pp |
| Annual return | -6.51% | 34.61%-41.1pp | 11.22%-17.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $436 | $1,932-77.4% | $2,468-82.3% | $2,111-79.4% |
| Participant deferral / active EE | $2,376 | $3,135-24.2% | $3,686-35.5% | $3,350-29.1% |
| Admin fee / account holder | $262 | $623-57.9% | $6,521-96.0% | $521-49.7% |