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 19 · EIN 20-0937408 | Securities Custodian | $91 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,881 | $43,999-86.6% | $79,464-92.6% | $55,725-89.4% |
| Participation rate | 29.6% | 66.9%-37.3pp | 73.3%-43.7pp | 70.9%-41.2pp |
| Annual return | 77.98% | 1.81%+76.2pp | 718.14%-640.2pp | 244.93%-166.9pp |
| Employer contribution / active EE | $220 | $1,830-88.0% | $2,800-92.2% | $2,078-89.4% |
| Participant deferral / active EE | $807 | $2,538-68.2% | $3,704-78.2% | $3,356-76.0% |
| Admin fee / account holder | $7 | $118-94.2% | $5,113-99.9% | $115-94.1% |