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+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (securities); Custodial (ot... | $3,447 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,019 | $82,032-14.6% | $123,104-43.1% | $59,632+17.4% |
| Participation rate | 84.8% | 83.2%+1.6pp | 86.8%-2.0pp | 68.7%+16.1pp |
| Annual return | 0.18% | 5.12%-4.9pp | 13.22%-13.0pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $80 | $3,297-97.6% | $5,151-98.4% | $2,203-96.4% |
| Participant deferral / active EE | $6,874 | $4,667+47.3% | $6,230+10.3% | $3,192+115.4% |
| Admin fee / account holder | $39 | $5,881-99.3% | $9,015-99.6% | $4,297-99.1% |