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 Service code 99 · EIN 04-2675571 | Other Fees | $55,499 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $275 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,893 | $54,229+314.7% | $70,092+220.9% | $68,494+228.3% |
| Participation rate | 93.9% | 64.5%+29.4pp | 70.5%+23.4pp | 67.9%+26.0pp |
| Annual return | -11.14% | -13.87%+2.7pp | 190.73%-201.9pp | -7.84%-3.3pp |
| Employer contribution / active EE | $5,099 | $2,018+152.7% | $2,559+99.3% | $2,596+96.4% |
| Participant deferral / active EE | $6,584 | $2,956+122.7% | $3,849+71.1% | $4,027+63.5% |
| Admin fee / account holder | $3 | $4,694-99.9% | $6,267-100.0% | $5,403-99.9% |