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 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $6,747 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 | Custodial (other than securities) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,013 | $44,873-73.2% | $79,464-84.9% | $56,287-78.7% |
| Participation rate | 41.0% | 68.7%-27.8pp | 73.3%-32.4pp | 69.9%-28.9pp |
| Annual return | -6.73% | 0.81%-7.5pp | 718.14%-724.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $220 | $2,140-89.7% | $2,800-92.1% | $2,111-89.6% |
| Participant deferral / active EE | $1,207 | $2,746-56.0% | $3,704-67.4% | $3,350-64.0% |
| Admin fee / account holder | $99 | $418-76.4% | $5,113-98.1% | $521-81.0% |