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 | $8,971 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,705 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,421 | $67,606-56.5% | $82,313-64.3% | $70,131-58.0% |
| Participation rate | 65.4% | 72.8%-7.3pp | 76.9%-11.5pp | 69.5%-4.1pp |
| Annual return | 14.32% | 21.57%-7.2pp | 25.88%-11.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $790 | $1,755-55.0% | $2,428-67.5% | $2,342-66.3% |
| Participant deferral / active EE | $2,762 | $2,987-7.5% | $3,706-25.5% | $3,332-17.1% |
| Admin fee / account holder | $160 | $4,512-96.4% | $5,608-97.1% | $4,645-96.5% |