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 | $29,837 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,540 |
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 | $110,032 | $72,607+51.5% | $90,749+21.2% | $66,914+64.4% |
| Participation rate | 63.0% | 73.7%-10.6pp | 75.7%-12.6pp | 69.8%-6.8pp |
| Annual return | -10.85% | -12.28%+1.4pp | -12.16%+1.3pp | 1.58%-12.4pp |
| Employer contribution / active EE | $2,014 | $2,369-15.0% | $2,921-31.1% | $2,544-20.8% |
| Participant deferral / active EE | $4,786 | $3,977+20.3% | $4,564+4.9% | $4,237+13.0% |
| Admin fee / account holder | $328 | $707-53.7% | $8,445-96.1% | $593-44.8% |