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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP RECORD KEEPER Service code 15 · EIN 22-1467904 71 HANOVER RD · FLORHAM PARK, NJ 07932 | Recordkeeping | $0 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533483 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,007 | $55,453+47.9% | $170,442-51.9% | $62,292+31.6% |
| Participation rate | 91.5% | 66.4%+25.2pp | 83.6%+7.9pp | 69.5%+22.0pp |
| Annual return | 17.11% | 21.38%-4.3pp | 205.93%-188.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $298 | $2,164-86.2% | $5,433-94.5% | $2,042-85.4% |
| Participant deferral / active EE | $2,582 | $2,303+12.1% | $4,939-47.7% | $3,169-18.5% |
| Admin fee / account holder | $235 | $455-48.4% | $13,880-98.3% | $479-51.0% |