See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $16,623 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,537 | $55,214+64.0% | $104,607-13.5% | $73,488+23.2% |
| Participation rate | 48.2% | 67.8%-19.6pp | 74.1%-25.9pp | 70.7%-22.5pp |
| Annual return | 16.96% | 24.79%-7.8pp | 340.46%-323.5pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,277 | $1,468-13.0% | $2,681-52.3% | $2,270-43.7% |
| Participant deferral / active EE | $2,927 | $2,925+0.1% | $3,740-21.7% | $3,740-21.7% |
| Admin fee / account holder | $256 | $424-39.6% | $6,473-96.0% | $513-50.1% |