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 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $46,255 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,863 | $74,552-29.1% | $62,995-16.1% | $69,631-24.1% |
| Participation rate | 51.1% | 78.3%-27.2pp | 74.8%-23.7pp | 70.7%-19.6pp |
| Annual return | 15.68% | 15.77%-0.1pp | 87.57%-71.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $752 | $2,929-74.3% | $2,759-72.8% | $2,032-63.0% |
| Participant deferral / active EE | $2,395 | $2,974-19.5% | $3,329-28.1% | $3,224-25.7% |
| Admin fee / account holder | $201 | $59+238.5% | $3,600-94.4% | $110+82.1% |