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 | $55,152 |
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 | $37,945 | $66,310-42.8% | $93,606-59.5% | $65,185-41.8% |
| Participation rate | 64.5% | 74.0%-9.5pp | 75.8%-11.3pp | 70.2%-5.7pp |
| Annual return | 21.38% | 42.58%-21.2pp | 32.76%-11.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $428 | $2,012-78.7% | $2,718-84.2% | $2,177-80.3% |
| Participant deferral / active EE | $2,327 | $3,342-30.4% | $4,069-42.8% | $3,514-33.8% |
| Admin fee / account holder | $259 | $6,897-96.2% | $7,888-96.7% | $847-69.4% |