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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $0 |
COMMONWEALTH FINANCIAL NETWORK4+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533483 | Recordkeeping | $0 |
WILKIN & GUTTENPLAN, PC2 years Filed as: WILKIN & GUTTENPLAN P.C. Service code 10 · EIN 22-2612018 1200 TICES LANE · EAST BRUNSWICK, NJ 08816 | Accounting | $0 |
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 | $99,640 | $52,953+88.2% | $172,739-42.3% | $65,185+52.9% |
| Participation rate | 79.3% | 66.2%+13.1pp | 82.6%-3.4pp | 70.2%+9.1pp |
| Annual return | 20.70% | 30.12%-9.4pp | 802.84%-782.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $382 | $2,190-82.6% | $5,143-92.6% | $2,177-82.5% |
| Participant deferral / active EE | $2,865 | $2,471+16.0% | $5,198-44.9% | $3,514-18.5% |
| Admin fee / account holder | $268 | $472-43.3% | $13,954-98.1% | $847-68.4% |