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, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $30,486 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,129 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,882 | $39,973-70.3% | $79,550-85.1% | $77,904-84.7% |
| Participation rate | 93.8% | 64.6%+29.2pp | 69.5%+24.3pp | 73.7%+20.1pp |
| Annual return | -16.65% | 3.42%-20.1pp | 0.16%-16.8pp | 12.21%-28.9pp |
| Employer contribution / active EE | $575 | $1,088-47.1% | $2,413-76.2% | $2,848-79.8% |
| Participant deferral / active EE | $3,758 | $2,774+35.5% | $3,985-5.7% | $4,806-21.8% |
| Admin fee / account holder | $41 | $113-63.9% | $6,832-99.4% | $133-69.3% |