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 TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $129,365 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $72,351 |
Filed as: OLD SLIP REGISTERED INVESTMENT ADVI Service code 27 · EIN 13-2624428 | Advisory (Plan) | $41,206 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,301 | $127,481-88.0% | $149,696-89.8% | $90,288-83.1% |
| Participation rate | 82.4% | 78.2%+4.1pp | 82.5%-0.1pp | 73.4%+9.0pp |
| Annual return | 13.07% | 57.78%-44.7pp | 276.60%-263.5pp | 53.97%-40.9pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $3,342 | $6,975-52.1% | $6,842-51.2% | $4,232-21.0% |
| Admin fee / account holder | $74 | $152-50.9% | $9,309-99.2% | $114-34.7% |