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 |
|---|---|---|
Service code 28 · EIN 52-1480475 | Investment Management | $40,819 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 21 717 17TH STREET · DENVER, CO 802023331 | Bank Trustee | $24,573 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,655 | $89,652-10.0% | $141,162-42.9% | $65,185+23.7% |
| Participation rate | 93.6% | 74.7%+18.9pp | 82.5%+11.1pp | 70.2%+23.4pp |
| Annual return | 18.85% | 32.79%-13.9pp | 71.39%-52.5pp | 29.38%-10.5pp |
| Employer contribution / active EE | $4,168 | $3,065+36.0% | $4,735-12.0% | $2,177+91.5% |
| Participant deferral / active EE | $7,414 | $5,691+30.3% | $6,709+10.5% | $3,514+111.0% |
| Admin fee / account holder | $427 | $569-24.8% | $10,261-95.8% | $847-49.5% |