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 · EIN 75-2618454 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $50,846 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 P.O. BOX 17748 · DENVER, CO 802170748 | Securities Custodian | $4,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,142 | $64,909+31.2% | $82,313+3.4% | $62,292+36.7% |
| Participation rate | 60.5% | 74.9%-14.3pp | 76.9%-16.4pp | 69.5%-9.0pp |
| Annual return | 18.02% | 21.18%-3.2pp | 25.88%-7.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,729 | $1,676+3.1% | $2,428-28.8% | $2,042-15.3% |
| Participant deferral / active EE | $3,276 | $3,103+5.6% | $3,706-11.6% | $3,169+3.4% |
| Admin fee / account holder | $667 | $440+51.8% | $5,608-88.1% | $479+39.2% |