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.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $7,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,184 | $55,002-37.8% | $59,878-42.9% | $56,287-39.3% |
| Participation rate | 52.2% | 75.9%-23.7pp | 74.7%-22.5pp | 69.9%-17.7pp |
| Annual return | -1.14% | 1.13%-2.3pp | 3.46%-4.6pp | -9.96%+8.8pp |
| Employer contribution / active EE | $1,268 | $2,448-48.2% | $2,722-53.4% | $2,111-39.9% |
| Participant deferral / active EE | $3,194 | $3,121+2.3% | $3,402-6.1% | $3,350-4.6% |
| Admin fee / account holder | $76 | $236-67.9% | $3,590-97.9% | $521-85.5% |