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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $525 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH FINANCIAL Service code 49 5 CENTRAL STREET · TOPSFIELD, MA 01983 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,700 | $42,546-4.3% | $71,796-43.3% | $55,167-26.2% |
| Participation rate | 77.8% | 59.1%+18.7pp | 69.1%+8.7pp | 69.0%+8.8pp |
| Annual return | 4.81% | 12.36%-7.5pp | 78.04%-73.2pp | 169.23%-164.4pp |
| Employer contribution / active EE | $2,634 | $803+227.8% | $1,924+36.8% | $1,963+34.2% |
| Participant deferral / active EE | $4,509 | $2,064+118.4% | $2,794+61.4% | $3,054+47.6% |
| Admin fee / account holder | $16 | $650-97.5% | $4,815-99.7% | $504-96.7% |