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.1 year Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $12,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,429 | $76,552-43.3% | $123,892-64.9% | $62,891-30.9% |
| Participation rate | 60.8% | 73.0%-12.2pp | 81.4%-20.6pp | 69.3%-8.5pp |
| Annual return | 20.74% | 18.68%+2.1pp | 47.52%-26.8pp | 20.14%+0.6pp |
| Employer contribution / active EE | $2,409 | $2,883-16.4% | $4,617-47.8% | $2,281+5.6% |
| Participant deferral / active EE | $3,851 | $4,840-20.4% | $5,984-35.6% | $3,203+20.2% |
| Admin fee / account holder | $137 | $4,826-97.2% | $8,357-98.4% | $4,296-96.8% |