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.4+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $9,469 |
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 | $46,786 | $42,396+10.4% | $67,313-30.5% | $56,287-16.9% |
| Participation rate | 83.1% | 61.0%+22.1pp | 69.1%+14.1pp | 69.9%+13.3pp |
| Annual return | -3.26% | -36.63%+33.4pp | -4.08%+0.8pp | -9.96%+6.7pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,493 | $2,360+90.4% | $3,568+25.9% | $3,350+34.1% |
| Admin fee / account holder | $58 | $510-88.6% | $4,507-98.7% | $521-88.8% |