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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $30,415 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,765 | $87,733+94.6% | $106,548+60.3% | $85,850+98.9% |
| Participation rate | 89.2% | 71.9%+17.3pp | 76.1%+13.1pp | 69.3%+19.9pp |
| Annual return | 14.90% | 21.86%-7.0pp | 26.80%-11.9pp | 318.53%-303.6pp |
| Employer contribution / active EE | $902 | $2,073-56.5% | $2,819-68.0% | $2,565-64.8% |
| Participant deferral / active EE | $7,196 | $3,469+107.4% | $4,398+63.6% | $3,952+82.1% |
| Admin fee / account holder | $74 | $6,767-98.9% | $7,407-99.0% | $6,260-98.8% |