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.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $4,788 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $594 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,140 | $65,322-40.1% | $70,449-44.4% | $73,488-46.7% |
| Participation rate | 63.2% | 77.0%-13.8pp | 75.1%-11.9pp | 70.7%-7.5pp |
| Annual return | 11.79% | 15.71%-3.9pp | 109.03%-97.2pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,004 | $2,460-59.2% | $2,737-63.3% | $2,270-55.8% |
| Participant deferral / active EE | $3,313 | $3,375-1.8% | $3,709-10.7% | $3,740-11.4% |
| Admin fee / account holder | $260 | $214+21.7% | $3,845-93.2% | $513-49.2% |