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 | $24,701 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $970 |
ADP BROKER-DEALER2 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,768 | $73,004+168.2% | $90,749+115.7% | $68,494+185.8% |
| Participation rate | 46.8% | 70.8%-24.0pp | 75.7%-28.9pp | 67.9%-21.1pp |
| Annual return | -17.10% | -13.81%-3.3pp | -12.16%-4.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,383 | $2,193-36.9% | $2,921-52.7% | $2,596-46.7% |
| Participant deferral / active EE | $4,217 | $3,627+16.3% | $4,564-7.6% | $4,027+4.7% |
| Admin fee / account holder | $546 | $5,896-90.7% | $8,445-93.5% | $5,403-89.9% |