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 | $46,404 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,293 | $53,901-51.2% | $134,143-80.4% | $73,488-64.2% |
| Participation rate | 71.1% | 62.8%+8.3pp | 72.2%-1.1pp | 70.7%+0.4pp |
| Annual return | 10.70% | 15.82%-5.1pp | 36.33%-25.6pp | 28.51%-17.8pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,704-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,355 | $2,739-50.5% | $3,499-61.3% | $3,740-63.8% |
| Admin fee / account holder | $166 | $581-71.4% | $6,684-97.5% | $513-67.6% |