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 | $22,997 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $620 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,674 | $79,428+221.9% | $106,548+140.0% | $79,386+222.1% |
| Participation rate | 28.6% | 74.1%-45.6pp | 76.1%-47.6pp | 70.7%-42.1pp |
| Annual return | 25.52% | 18.27%+7.3pp | 26.80%-1.3pp | 116.85%-91.3pp |
| Employer contribution / active EE | $802 | $2,234-64.1% | $2,819-71.6% | $2,427-67.0% |
| Participant deferral / active EE | $2,418 | $3,823-36.7% | $4,398-45.0% | $4,046-40.2% |
| Admin fee / account holder | $549 | $523+5.0% | $7,407-92.6% | $626-12.3% |