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.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities) | $22,216 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,015 | $65,557-25.2% | $105,738-53.6% | $56,287-12.9% |
| Participation rate | 94.5% | 63.4%+31.1pp | 76.3%+18.2pp | 69.9%+24.6pp |
| Annual return | -6.12% | -1.32%-4.8pp | 6.27%-12.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,405 | $1,788-21.4% | $3,268-57.0% | $2,111-33.5% |
| Participant deferral / active EE | $3,435 | $2,418+42.1% | $4,080-15.8% | $3,350+2.6% |
| Admin fee / account holder | $50 | $561-91.0% | $6,913-99.3% | $521-90.3% |