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.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (securities); Custodial (ot... | $5,201 |
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 | $73,196 | $94,529-22.6% | $140,016-47.7% | $64,186+14.0% |
| Participation rate | 84.1% | 84.1%0pp | 87.5%-3.4pp | 69.6%+14.6pp |
| Annual return | -7.14% | 7.77%-14.9pp | 651.12%-658.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $127 | $3,812-96.7% | $5,606-97.7% | $2,381-94.7% |
| Participant deferral / active EE | $6,481 | $5,250+23.4% | $6,927-6.4% | $3,470+86.8% |
| Admin fee / account holder | $37 | $6,741-99.5% | $10,705-99.7% | $4,888-99.2% |