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 | $41,557 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 33 200 S 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $4,030 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $285,755 | $88,515+222.8% | $162,163+76.2% | $67,579+322.8% |
| Participation rate | 99.6% | 86.8%+12.8pp | 87.6%+12.1pp | 71.3%+28.4pp |
| Annual return | 21.63% | 27.04%-5.4pp | 115.59%-94.0pp | 378.56%-356.9pp |
| Employer contribution / active EE | $14,778 | $3,563+314.7% | $5,614+163.2% | $2,148+588.0% |
| Participant deferral / active EE | $11,278 | $5,724+97.0% | $7,298+54.5% | $3,539+218.7% |
| Admin fee / account holder | $149 | $124+20.6% | $10,843-98.6% | $142+4.9% |