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.3+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $36,618 |
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 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 | $29,849 | $46,173-35.4% | $170,442-82.5% | $69,631-57.1% |
| Participation rate | 16.6% | 63.9%-47.3pp | 83.6%-67.0pp | 70.7%-54.1pp |
| Annual return | 15.37% | 21.62%-6.2pp | 205.93%-190.6pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $433 | $2,080-79.2% | $4,939-91.2% | $3,224-86.6% |
| Admin fee / account holder | $236 | $116+103.7% | $13,880-98.3% | $110+113.9% |