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+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $24,495 |
THE BANK OF NEW YORK MELLON1+ years Filed as: TD BANK Service code 21 · EIN 03-0349319 | Bank Trustee | $17,584 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,496 | $67,166-36.7% | $57,343-25.9% | $55,191-23.0% |
| Participation rate | 47.6% | 77.7%-30.1pp | 75.1%-27.5pp | 69.2%-21.5pp |
| Annual return | -2.04% | 4.22%-6.3pp | 24.39%-26.4pp | 10.78%-12.8pp |
| Employer contribution / active EE | $601 | $2,812-78.6% | $2,689-77.6% | $1,899-68.3% |
| Participant deferral / active EE | $1,986 | $2,835-30.0% | $3,162-37.2% | $3,046-34.8% |
| Admin fee / account holder | $206 | $44+373.6% | $3,356-93.9% | $91+127.2% |