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 13 · EIN 20-0937408 | Contract Administrator | $15,443 |
Service code 26 208 SHERMAN ST. · JACKSON, MN 56143 | Advisory (Participants) | $11,985 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $54,563 | $36,767+48.4% | $81,478-33.0% | $62,292-12.4% |
| Participation rate | 84.5% | 54.4%+30.1pp | 68.0%+16.6pp | 69.5%+15.0pp |
| Annual return | 15.60% | 173.80%-158.2pp | 38.78%-23.2pp | 28.90%-13.3pp |
| Employer contribution / active EE | $2,258 | $1,128+100.1% | $2,568-12.1% | $2,042+10.5% |
| Participant deferral / active EE | $4,332 | $2,111+105.2% | $3,537+22.5% | $3,169+36.7% |
| Admin fee / account holder | $236 | $797-70.3% | $4,561-94.8% | $479-50.7% |