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 NETWORK3+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $16,219 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $715 |
ADP BROKER-DEALER3+ 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).
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 | $25,152 | $48,576-48.2% | $169,463-85.2% | $56,287-55.3% |
| Participation rate | 86.8% | 65.8%+21.0pp | 77.8%+9.0pp | 69.9%+16.9pp |
| Annual return | -6.06% | -2.51%-3.5pp | 1.83%-7.9pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,345 | $1,559+50.4% | $4,159-43.6% | $2,111+11.1% |
| Participant deferral / active EE | $3,545 | $3,275+8.2% | $5,277-32.8% | $3,350+5.8% |
| Admin fee / account holder | $105 | $435-75.8% | $9,109-98.8% | $521-79.8% |