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 TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $4,061 |
RETIREMENT HORIZONS INC.2+ years Service code 64 · EIN 76-0551734 | Recordkeeping Fees | $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 | $40,469 | $42,546-4.9% | $71,796-43.6% | $55,167-26.6% |
| Participation rate | 83.9% | 59.1%+24.8pp | 69.1%+14.8pp | 69.0%+14.9pp |
| Annual return | 8.12% | 12.36%-4.2pp | 78.04%-69.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $791 | $803-1.6% | $1,924-58.9% | $1,963-59.7% |
| Participant deferral / active EE | $2,275 | $2,064+10.2% | $2,794-18.6% | $3,054-25.5% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |