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.2 years Filed as: TD AMERITRADE, INC Service code 33 · EIN 06-0988655 200 S 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $53,097 | $73,102-27.4% | $123,544-57.0% | $56,287-5.7% |
| Participation rate | 84.2% | 74.3%+9.8pp | 82.3%+1.9pp | 69.9%+14.3pp |
| Annual return | -5.63% | 3.01%-8.6pp | 119.20%-124.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,154 | $2,977-61.2% | $4,628-75.1% | $2,111-45.3% |
| Participant deferral / active EE | $5,474 | $5,423+0.9% | $6,426-14.8% | $3,350+63.4% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |