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.5+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $14,996 |
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 | $58,157 | $47,922+21.4% | $75,886-23.4% | $65,185-10.8% |
| Participation rate | 81.3% | 63.0%+18.3pp | 69.3%+12.0pp | 70.2%+11.1pp |
| Annual return | 18.88% | 24.12%-5.2pp | 30.76%-11.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,779 | $2,550+87.4% | $3,603+32.7% | $3,514+36.0% |
| Admin fee / account holder | $96 | $532-82.0% | $5,418-98.2% | $847-88.7% |