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 ST · OMAHA, NE 68127 | Securities Custodian | $16,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,043 | $57,103-38.6% | $87,507-60.0% | $57,658-39.2% |
| Participation rate | 48.3% | 64.3%-16.1pp | 73.8%-25.6pp | 70.2%-22.0pp |
| Annual return | 8.72% | 12.71%-4.0pp | 12.21%-3.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $514 | $1,107-53.6% | $2,550-79.8% | $1,974-74.0% |
| Participant deferral / active EE | $1,554 | $2,250-30.9% | $3,149-50.6% | $3,061-49.2% |
| Admin fee / account holder | $108 | $281-61.7% | $4,221-97.5% | $95+13.8% |