See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $51,949 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,189 |
ADP BROKER-DEALER10+ 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 | $36,406 | $88,890-59.0% | $102,423-64.5% | $77,643-53.1% |
| Participation rate | 87.1% | 80.9%+6.2pp | 76.5%+10.6pp | 70.6%+16.5pp |
| Annual return | 41.64% | 24.98%+16.7pp | 29.32%+12.3pp | 31.24%+10.4pp |
| Employer contribution / active EE | $2,157 | $2,698-20.0% | $3,023-28.7% | $2,726-20.9% |
| Participant deferral / active EE | $4,171 | $5,145-18.9% | $5,053-17.5% | $4,647-10.3% |
| Admin fee / account holder | $88 | $235-62.6% | $9,451-99.1% | $430-79.5% |