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 Service code 28 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Investment Management | $41,000 |
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,487 | $50,106-67.1% | $70,014-76.5% | $57,658-71.4% |
| Participation rate | 100.0% | 70.9%+29.1pp | 71.8%+28.2pp | 70.2%+29.8pp |
| Annual return | 10.43% | 14.58%-4.2pp | 12.99%-2.6pp | 5.13%+5.3pp |
| Employer contribution / active EE | $1,143 | $1,739-34.3% | $2,338-51.1% | $1,974-42.1% |
| Participant deferral / active EE | $292 | $2,486-88.3% | $2,931-90.0% | $3,061-90.5% |
| Admin fee / account holder | $149 | $89+67.3% | $4,380-96.6% | $95+57.8% |