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 NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $13,252 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $715 |
ADP BROKER-DEALER2+ 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).
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 | $28,140 | $52,639-46.5% | $185,117-84.8% | $62,292-54.8% |
| Participation rate | 79.7% | 63.9%+15.8pp | 77.3%+2.4pp | 69.5%+10.1pp |
| Annual return | 18.83% | 19.57%-0.7pp | 40.50%-21.7pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,887 | $1,483+27.3% | $4,182-54.9% | $2,042-7.6% |
| Participant deferral / active EE | $2,792 | $3,097-9.9% | $5,045-44.7% | $3,169-11.9% |
| Admin fee / account holder | $99 | $374-73.5% | $8,159-98.8% | $479-79.3% |