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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $12,047 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,638 | $50,898-41.8% | $171,082-82.7% | $55,167-46.3% |
| Participation rate | 70.9% | 63.3%+7.6pp | 76.7%-5.8pp | 69.0%+1.9pp |
| Annual return | 6.78% | 15.34%-8.6pp | 32.56%-25.8pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,931 | $1,433+34.7% | $4,002-51.7% | $1,963-1.6% |
| Participant deferral / active EE | $2,974 | $2,994-0.7% | $4,797-38.0% | $3,054-2.6% |
| Admin fee / account holder | $186 | $500-62.7% | $8,520-97.8% | $504-63.0% |