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 | $20,732 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $74,091 | $58,083+27.6% | $80,019-7.4% | $56,287+31.6% |
| Participation rate | 64.5% | 73.6%-9.1pp | 75.8%-11.4pp | 69.9%-5.4pp |
| Annual return | -7.49% | 34.61%-42.1pp | 11.22%-18.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,555 | $1,932-19.5% | $2,468-37.0% | $2,111-26.4% |
| Participant deferral / active EE | $3,435 | $3,135+9.6% | $3,686-6.8% | $3,350+2.5% |
| Admin fee / account holder | $203 | $623-67.4% | $6,521-96.9% | $521-61.0% |