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 8-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 19 · EIN 20-0937408 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,660 | $88,122-85.6% | $141,162-91.0% | $67,579-81.3% |
| Participation rate | 60.1% | 76.5%-16.3pp | 82.5%-22.4pp | 71.3%-11.2pp |
| Annual return | 123.26% | 75.40%+47.9pp | 71.39%+51.9pp | 378.56%-255.3pp |
| Employer contribution / active EE | $1,321 | $3,224-59.0% | $4,735-72.1% | $2,148-38.5% |
| Participant deferral / active EE | $3,045 | $5,958-48.9% | $6,709-54.6% | $3,539-14.0% |
| Admin fee / account holder | $16 | $131-87.8% | $10,261-99.8% | $142-88.8% |