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 | $13,972 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,030 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,298 | $80,753-63.7% | $136,294-78.5% | $62,292-53.0% |
| Participation rate | 75.8% | 73.5%+2.3pp | 81.9%-6.1pp | 69.5%+6.3pp |
| Annual return | 37.18% | 35.83%+1.3pp | 5155.94%-5118.8pp | 28.90%+8.3pp |
| Employer contribution / active EE | $2,825 | $2,884-2.0% | $4,695-39.8% | $2,042+38.3% |
| Participant deferral / active EE | $6,241 | $5,164+20.8% | $6,247-0.1% | $3,169+96.9% |
| Admin fee / account holder | $68 | $525-87.0% | $9,243-99.3% | $479-85.8% |