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 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $49,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $48,234 | $52,467-8.1% | $57,179-15.6% | $55,167-12.6% |
| Participation rate | 64.6% | 75.8%-11.3pp | 75.3%-10.8pp | 69.0%-4.4pp |
| Annual return | 7.78% | 7.72%+0.1pp | 14.59%-6.8pp | 169.23%-161.4pp |
| Employer contribution / active EE | $980 | $2,477-60.5% | $2,682-63.5% | $1,963-50.1% |
| Participant deferral / active EE | $3,153 | $2,830+11.4% | $3,096+1.8% | $3,054+3.2% |
| Admin fee / account holder | $242 | $269-10.1% | $3,139-92.3% | $504-52.0% |