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.6+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $57,887 |
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 | $69,113 | $84,948-18.6% | $70,449-1.9% | $73,409-5.9% |
| Participation rate | 48.9% | 79.9%-31.1pp | 75.1%-26.2pp | 72.2%-23.3pp |
| Annual return | 12.25% | 13.39%-1.1pp | 109.03%-96.8pp | 59.29%-47.0pp |
| Employer contribution / active EE | $840 | $2,834-70.4% | $2,737-69.3% | $2,234-62.4% |
| Participant deferral / active EE | $2,670 | $3,387-21.2% | $3,709-28.0% | $3,805-29.8% |
| Admin fee / account holder | $232 | $98+137.0% | $3,845-94.0% | $158+47.2% |