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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $24,219 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $4,983 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
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 | $239,867 | $80,005+199.8% | $140,016+71.3% | $55,725+330.4% |
| Participation rate | 99.3% | 87.0%+12.3pp | 87.5%+11.8pp | 70.9%+28.4pp |
| Annual return | -5.14% | 0.46%-5.6pp | 651.12%-656.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $14,446 | $3,403+324.6% | $5,606+157.7% | $2,078+595.1% |
| Participant deferral / active EE | $10,834 | $5,264+105.8% | $6,927+56.4% | $3,356+222.9% |
| Admin fee / account holder | $88 | $116-23.7% | $10,705-99.2% | $115-23.4% |