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.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $30,035 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,895 | $99,957+16.9% | $149,696-21.9% | $73,488+59.1% |
| Participation rate | 90.5% | 75.7%+14.8pp | 82.5%+8.1pp | 70.7%+19.8pp |
| Annual return | 17.22% | 53.87%-36.7pp | 276.60%-259.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $3,375 | $3,191+5.8% | $4,644-27.3% | $2,270+48.7% |
| Participant deferral / active EE | $7,163 | $6,073+18.0% | $6,842+4.7% | $3,740+91.5% |
| Admin fee / account holder | $132 | $551-76.1% | $9,309-98.6% | $513-74.3% |