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 | $7,389 |
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 | $47,763 | $49,138-2.8% | $84,015-43.1% | $65,185-26.7% |
| Participation rate | 78.9% | 60.7%+18.2pp | 69.0%+9.9pp | 70.2%+8.7pp |
| Annual return | 19.92% | 23.00%-3.1pp | 71.31%-51.4pp | 29.38%-9.5pp |
| Employer contribution / active EE | $387 | $914-57.6% | $1,983-80.5% | $2,177-82.2% |
| Participant deferral / active EE | $2,110 | $2,397-12.0% | $3,239-34.8% | $3,514-39.9% |
| Admin fee / account holder | $57 | $543-89.5% | $6,101-99.1% | $847-93.3% |