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.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (securities); Trustee (bank... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,172 | $68,413-76.4% | $123,104-86.9% | $55,191-70.7% |
| Participation rate | 45.4% | 84.5%-39.1pp | 86.8%-41.3pp | 69.2%-23.7pp |
| Annual return | 5.03% | 6.30%-1.3pp | 13.22%-8.2pp | 10.78%-5.7pp |
| Employer contribution / active EE | $6 | $3,050-99.8% | $5,151-99.9% | $1,899-99.7% |
| Participant deferral / active EE | $3,639 | $4,490-19.0% | $6,230-41.6% | $3,046+19.5% |
| Admin fee / account holder | $210 | $88+138.9% | $9,015-97.7% | $91+131.1% |