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 | $57,716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,615 | $41,281-33.1% | $109,313-74.7% | $57,658-52.1% |
| Participation rate | 69.0% | 59.3%+9.7pp | 71.3%-2.3pp | 70.2%-1.2pp |
| Annual return | 7.18% | 8.97%-1.8pp | 22.07%-14.9pp | 5.13%+2.0pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,345 | $2,223-39.5% | $3,166-57.5% | $3,061-56.0% |
| Admin fee / account holder | $210 | $75+178.9% | $5,666-96.3% | $95+122.0% |