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 | $26,343 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,973 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,511 | $88,122-66.5% | $141,162-79.1% | $67,579-56.3% |
| Participation rate | 92.7% | 76.5%+16.3pp | 82.5%+10.3pp | 71.3%+21.5pp |
| Annual return | 36.31% | 75.40%-39.1pp | 71.39%-35.1pp | 378.56%-342.2pp |
| Employer contribution / active EE | $2,439 | $3,224-24.4% | $4,735-48.5% | $2,148+13.5% |
| Participant deferral / active EE | $6,630 | $5,958+11.3% | $6,709-1.2% | $3,539+87.3% |
| Admin fee / account holder | $80 | $131-38.7% | $10,261-99.2% | $142-43.6% |