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.6+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $11,378 |
Annual investment return 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 | $70,077 | $55,636+26.0% | $81,983-14.5% | $73,488-4.6% |
| Participation rate | 76.3% | 62.3%+14.0pp | 69.2%+7.0pp | 70.7%+5.6pp |
| Annual return | 11.26% | 19.07%-7.8pp | 41.31%-30.1pp | 28.51%-17.3pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,525 | $2,762+63.8% | $3,722+21.6% | $3,740+21.0% |
| Admin fee / account holder | $76 | $493-84.6% | $5,664-98.7% | $513-85.2% |