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 year Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $16,098 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $62,556 | $50,643+23.5% | $106,619-41.3% | $55,167+13.4% |
| Participation rate | 41.1% | 65.6%-24.4pp | 78.0%-36.9pp | 69.0%-27.9pp |
| Annual return | 24.56% | 7.02%+17.5pp | 9.42%+15.1pp | 169.23%-144.7pp |
| Employer contribution / active EE | $280 | $1,626-82.8% | $3,947-92.9% | $1,963-85.7% |
| Participant deferral / active EE | $2,299 | $2,208+4.2% | $3,930-41.5% | $3,054-24.7% |
| Admin fee / account holder | $148 | $488-69.7% | $6,418-97.7% | $504-70.7% |