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.3 years Filed as: TD AMERITRADE Service code 27 PO BOX 2577 · OMAHA, NE 681032577 | Advisory (Plan) | $18,712 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,006 | $72,607-43.5% | $90,749-54.8% | $66,914-38.7% |
| Participation rate | 99.1% | 73.7%+25.4pp | 75.7%+23.4pp | 69.8%+29.3pp |
| Annual return | 3.33% | -12.28%+15.6pp | -12.16%+15.5pp | 1.58%+1.7pp |
| Employer contribution / active EE | $1,097 | $2,369-53.7% | $2,921-62.4% | $2,544-56.9% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $118 | $707-83.4% | $8,445-98.6% | $593-80.2% |