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 | $9,734 |
BOIVIN & ASSOCIATES6 years Filed as: BOIVIN & ASSOCIATES, CPA'S PLLC Service code 15 · EIN 27-1516157 | Recordkeeping | $6,500 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,241 |
ADP BROKER-DEALER7+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,674 | $56,485-74.0% | $185,823-92.1% | $86,799-83.1% |
| Participation rate | 37.9% | 65.5%-27.5pp | 81.7%-43.8pp | 72.3%-34.3pp |
| Annual return | 14.63% | 118.04%-103.4pp | 122.05%-107.4pp | 97.91%-83.3pp |
| Employer contribution / active EE | $863 | $1,843-53.2% | $5,167-83.3% | $2,405-64.1% |
| Participant deferral / active EE | $1,937 | $2,553-24.1% | $5,568-65.2% | $4,131-53.1% |
| Admin fee / account holder | $116 | $150-22.5% | $16,237-99.3% | $170-31.7% |