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 | $30,479 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,037 | $79,428+52.4% | $106,548+13.6% | $79,386+52.5% |
| Participation rate | 64.4% | 74.1%-9.7pp | 76.1%-11.7pp | 70.7%-6.3pp |
| Annual return | 15.82% | 18.27%-2.5pp | 26.80%-11.0pp | 116.85%-101.0pp |
| Employer contribution / active EE | $1,970 | $2,234-11.8% | $2,819-30.1% | $2,427-18.8% |
| Participant deferral / active EE | $4,450 | $3,823+16.4% | $4,398+1.2% | $4,046+10.0% |
| Admin fee / account holder | $319 | $523-39.1% | $7,407-95.7% | $626-49.1% |