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 NETWORK5+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $22,060 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,320 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,831 | $62,132-34.3% | $185,823-78.0% | $73,488-44.4% |
| Participation rate | 88.0% | 67.8%+20.2pp | 78.0%+10.0pp | 70.7%+17.3pp |
| Annual return | 22.24% | 20.44%+1.8pp | 35.95%-13.7pp | 28.51%-6.3pp |
| Employer contribution / active EE | $2,681 | $1,681+59.5% | $4,087-34.4% | $2,270+18.1% |
| Participant deferral / active EE | $3,996 | $3,711+7.7% | $5,632-29.0% | $3,740+6.9% |
| Admin fee / account holder | $138 | $419-67.2% | $9,500-98.6% | $513-73.2% |