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 Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Investment management fees paid direc... | $559 |
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 | $50,389 | $46,761+7.8% | $106,619-52.7% | $57,658-12.6% |
| Participation rate | 97.5% | 56.9%+40.6pp | 78.0%+19.5pp | 70.2%+27.3pp |
| Annual return | 7.41% | 15.77%-8.4pp | 9.42%-2.0pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,817 | $1,274+42.6% | $3,947-54.0% | $1,974-7.9% |
| Participant deferral / active EE | $2,431 | $1,954+24.4% | $3,930-38.1% | $3,061-20.6% |
| Admin fee / account holder | $11 | $97-89.0% | $6,418-99.8% | $95-88.7% |