See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.7+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $84,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,817 | $94,833-33.8% | $75,696-17.0% | $86,799-27.6% |
| Participation rate | 62.5% | 79.1%-16.6pp | 74.8%-12.3pp | 72.3%-9.8pp |
| Annual return | 14.61% | 16.91%-2.3pp | 104.53%-89.9pp | 97.91%-83.3pp |
| Employer contribution / active EE | $1,028 | $2,904-64.6% | $2,743-62.5% | $2,405-57.3% |
| Participant deferral / active EE | $3,243 | $3,632-10.7% | $3,821-15.1% | $4,131-21.5% |
| Admin fee / account holder | $275 | $109+153.5% | $3,619-92.4% | $170+62.4% |