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.2+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $18,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,957 | $55,453-78.4% | $170,442-93.0% | $62,292-80.8% |
| Participation rate | 65.0% | 66.4%-1.3pp | 83.6%-18.6pp | 69.5%-4.5pp |
| Annual return | 16.04% | 21.38%-5.3pp | 205.93%-189.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $161 | $2,164-92.6% | $5,433-97.0% | $2,042-92.1% |
| Participant deferral / active EE | $1,159 | $2,303-49.7% | $4,939-76.5% | $3,169-63.4% |
| Admin fee / account holder | $119 | $455-73.8% | $13,880-99.1% | $479-75.1% |