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.6+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $49,038 |
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 | $44,953 | $85,135-47.2% | $98,907-54.6% | $73,409-38.8% |
| Participation rate | 58.7% | 81.1%-22.5pp | 76.0%-17.4pp | 72.2%-13.5pp |
| Annual return | 17.50% | 19.14%-1.6pp | 196.43%-178.9pp | 59.29%-41.8pp |
| Employer contribution / active EE | $478 | $2,721-82.4% | $2,689-82.2% | $2,234-78.6% |
| Participant deferral / active EE | $2,556 | $4,349-41.2% | $4,244-39.8% | $3,805-32.8% |
| Admin fee / account holder | $215 | $139+54.4% | $6,642-96.8% | $158+36.2% |