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 NETWORK4+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $18,409 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,254 |
ADP BROKER-DEALER4+ 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 | $35,804 | $56,972-37.2% | $182,532-80.4% | $65,185-45.1% |
| Participation rate | 87.1% | 66.5%+20.6pp | 78.0%+9.1pp | 70.2%+16.9pp |
| Annual return | 24.11% | 27.67%-3.6pp | 148.54%-124.4pp | 29.38%-5.3pp |
| Employer contribution / active EE | $2,385 | $1,615+47.7% | $4,076-41.5% | $2,177+9.6% |
| Participant deferral / active EE | $3,727 | $3,526+5.7% | $5,524-32.5% | $3,514+6.1% |
| Admin fee / account holder | $137 | $528-74.1% | $8,592-98.4% | $847-83.8% |