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.5+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $60,598 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,842 | $95,542-39.5% | $69,455-16.7% | $67,579-14.4% |
| Participation rate | 54.9% | 79.4%-24.5pp | 74.6%-19.7pp | 71.3%-16.4pp |
| Annual return | 19.69% | 17.67%+2.0pp | 28.97%-9.3pp | 378.56%-358.9pp |
| Employer contribution / active EE | $863 | $2,989-71.1% | $2,779-69.0% | $2,148-59.8% |
| Participant deferral / active EE | $2,721 | $3,263-16.6% | $3,535-23.0% | $3,539-23.1% |
| Admin fee / account holder | $230 | $90+156.5% | $3,839-94.0% | $142+61.9% |