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 21 · EIN 31-1051736 | Bank Trustee | $193,376 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE INC. Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Sub-transfer agency fees; Securities ... | $9,441 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $397,092 | $155,795+154.9% | $136,294+191.4% | $69,631+470.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 70.7%+19.4pp |
| Annual return | 15.27% | 232464.33%-232449.1pp | 5155.94%-5140.7pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $11,212 | $2,991+274.9% | $4,695+138.8% | $2,032+451.8% |
| Participant deferral / active EE | $6,902 | $5,394+28.0% | $6,247+10.5% | $3,224+114.1% |
| Admin fee / account holder | $401 | $128+212.5% | $9,243-95.7% | $110+262.9% |