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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.
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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 | $10,249 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,447 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,843 | $71,883-68.2% | $86,677-73.6% | $68,494-66.7% |
| Participation rate | 86.7% | 72.2%+14.4pp | 76.6%+10.1pp | 67.9%+18.8pp |
| Annual return | -12.47% | 3.52%-16.0pp | 35.91%-48.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $451 | $2,173-79.2% | $2,836-84.1% | $2,596-82.6% |
| Participant deferral / active EE | $2,501 | $3,779-33.8% | $4,656-46.3% | $4,027-37.9% |
| Admin fee / account holder | $121 | $6,112-98.0% | $7,493-98.4% | $5,403-97.8% |