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 | $43,580 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,704 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $49,834 | $84,487-41.0% | $125,339-60.2% | $66,914-25.5% |
| Participation rate | 97.0% | 76.4%+20.6pp | 82.4%+14.7pp | 69.8%+27.2pp |
| Annual return | -14.04% | -8.39%-5.6pp | 572.05%-586.1pp | 1.58%-15.6pp |
| Employer contribution / active EE | $4,318 | $3,553+21.5% | $4,814-10.3% | $2,544+69.7% |
| Participant deferral / active EE | $11,030 | $6,781+62.7% | $7,446+48.1% | $4,237+160.3% |
| Admin fee / account holder | $137 | $685-80.0% | $10,010-98.6% | $593-76.9% |