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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $120,041 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 59 | Shareholder Servicing | $0 |
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 | $181,120 | $69,305+161.3% | $82,313+120.0% | $69,631+160.1% |
| Participation rate | 80.6% | 80.3%+0.4pp | 76.9%+3.8pp | 70.7%+10.0pp |
| Annual return | 18.76% | 21.47%-2.7pp | 25.88%-7.1pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $2,065 | $1,887+9.5% | $2,428-15.0% | $2,032+1.6% |
| Participant deferral / active EE | $7,856 | $3,568+120.2% | $3,706+112.0% | $3,224+143.7% |
| Admin fee / account holder | $142 | $97+45.7% | $5,608-97.5% | $110+28.2% |