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 27 PO BOX 2577 · OMAHA, NE 681032577 | Advisory (Plan) | $8,195 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,970 | $70,908-36.6% | $98,907-54.5% | $73,488-38.8% |
| Participation rate | 98.3% | 73.8%+24.5pp | 76.0%+22.3pp | 70.7%+27.6pp |
| Annual return | 17.94% | 34.17%-16.2pp | 196.43%-178.5pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,186 | $2,036-41.7% | $2,689-55.9% | $2,270-47.7% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $54 | $535-89.8% | $6,642-99.2% | $513-89.4% |