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.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,171 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $63,763 | $56,054+13.8% | $171,082-62.7% | $62,891+1.4% |
| Participation rate | 60.0% | 62.9%-2.9pp | 76.7%-16.7pp | 69.3%-9.3pp |
| Annual return | 16.39% | 22.52%-6.1pp | 32.56%-16.2pp | 20.14%-3.8pp |
| Employer contribution / active EE | $406 | $1,731-76.5% | $4,002-89.8% | $2,281-82.2% |
| Participant deferral / active EE | $4,069 | $3,158+28.9% | $4,797-15.2% | $3,203+27.1% |
| Admin fee / account holder | $44 | $3,647-98.8% | $8,520-99.5% | $4,296-99.0% |