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.4+ years Filed as: TD AMERITRADE Service code 19 4211 S. 102ND ST · OMAHA, NE 68127 | Securities Custodian | $95,059 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,705 | $46,292-35.8% | $143,757-79.3% | $64,808-54.2% |
| Participation rate | 37.3% | 64.2%-26.9pp | 80.3%-43.0pp | 71.5%-34.2pp |
| Annual return | -13.24% | -10.05%-3.2pp | -0.04%-13.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $2,325 | $1,910+21.7% | $4,951-53.0% | $2,506-7.2% |
| Participant deferral / active EE | $738 | $2,646-72.1% | $5,637-86.9% | $4,310-82.9% |
| Admin fee / account holder | $142 | $154-7.7% | $14,673-99.0% | $188-24.4% |