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 7-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.1+ years Filed as: TD AMERITRADE Service code 19 4211 S. 102ND ST · OMAHA, NE 68127 | Securities Custodian | $28,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,803 | $62,928-38.3% | $172,739-77.5% | $67,579-42.6% |
| Participation rate | 27.4% | 64.5%-37.0pp | 82.6%-55.2pp | 71.3%-43.8pp |
| Annual return | 0.00% | 30.36%-30.4pp | 802.84%-802.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $1,636 | $1,6360% | $5,143-68.2% | $2,148-23.8% |
| Participant deferral / active EE | $673 | $2,145-68.6% | $5,198-87.1% | $3,539-81.0% |
| Admin fee / account holder | $81 | $167-51.6% | $13,954-99.4% | $142-43.3% |