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 | $23,825 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,732 |
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.
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 | $105,578 | $70,908+48.9% | $98,907+6.7% | $73,488+43.7% |
| Participation rate | 63.9% | 73.8%-9.8pp | 76.0%-12.1pp | 70.7%-6.7pp |
| Annual return | 11.13% | 34.17%-23.0pp | 196.43%-185.3pp | 28.51%-17.4pp |
| Employer contribution / active EE | $1,832 | $2,036-10.0% | $2,689-31.9% | $2,270-19.3% |
| Participant deferral / active EE | $3,979 | $3,500+13.7% | $4,244-6.2% | $3,740+6.4% |
| Admin fee / account holder | $251 | $535-53.2% | $6,642-96.2% | $513-51.2% |