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 27 PO BOX 2577 · OMAHA, NE 681032577 | Advisory (Plan) | $18,529 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,505 | $79,428-50.3% | $106,548-62.9% | $79,386-50.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | -2.46% | 18.27%-20.7pp | 26.80%-29.3pp | 116.85%-119.3pp |
| Employer contribution / active EE | $1,144 | $2,234-48.8% | $2,819-59.4% | $2,427-52.9% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $114 | $523-78.3% | $7,407-98.5% | $626-81.9% |