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 |
|---|---|---|
Service code 26 · EIN 23-2286563 | Advisory (Participants) | $50,210 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $5,931 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,853 | $65,376+60.4% | $87,100+20.4% | $65,185+60.9% |
| Participation rate | 92.7% | 75.3%+17.4pp | 76.9%+15.9pp | 70.2%+22.5pp |
| Annual return | 23.55% | 31.27%-7.7pp | 28.19%-4.6pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,742 | $1,822-4.4% | $2,521-30.9% | $2,177-20.0% |
| Participant deferral / active EE | $2,866 | $3,388-15.4% | $4,049-29.2% | $3,514-18.4% |
| Admin fee / account holder | $425 | $520-18.2% | $7,497-94.3% | $847-49.8% |