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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,745 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH FINANCIAL Service code 49 5 CENTRAL STREET · TOPSFIELD, MA 01983 | Other Services | $0 |
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 | $49,619 | $51,466-3.6% | $78,778-37.0% | $62,292-20.3% |
| Participation rate | 76.6% | 59.8%+16.8pp | 69.2%+7.4pp | 69.5%+7.1pp |
| Annual return | 18.73% | 19.96%-1.2pp | 35.62%-16.9pp | 28.90%-10.2pp |
| Employer contribution / active EE | $2,653 | $827+220.7% | $1,986+33.6% | $2,042+29.9% |
| Participant deferral / active EE | $4,622 | $2,147+115.3% | $2,958+56.3% | $3,169+45.9% |
| Admin fee / account holder | $18 | $489-96.2% | $5,134-99.6% | $479-96.2% |