See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $104,836 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,689 | $99,957+14.7% | $149,696-23.4% | $73,488+56.1% |
| Participation rate | 92.4% | 75.7%+16.7pp | 82.5%+9.9pp | 70.7%+21.7pp |
| Annual return | 16.29% | 53.87%-37.6pp | 276.60%-260.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $3,532 | $3,191+10.7% | $4,644-24.0% | $2,270+55.6% |
| Participant deferral / active EE | $12,065 | $6,073+98.7% | $6,842+76.3% | $3,740+222.6% |
| Admin fee / account holder | $245 | $551-55.5% | $9,309-97.4% | $513-52.3% |