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 9-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 | $78,762 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,003 | $66,457+26.4% | $81,382+3.2% | $77,643+8.2% |
| Participation rate | 67.1% | 68.7%-1.6pp | 69.5%-2.4pp | 70.6%-3.5pp |
| Annual return | 19.09% | 15.93%+3.2pp | 24.73%-5.6pp | 31.24%-12.1pp |
| Employer contribution / active EE | $2,964 | $2,159+37.3% | $2,463+20.4% | $2,726+8.7% |
| Participant deferral / active EE | $5,841 | $3,679+58.7% | $3,883+50.4% | $4,647+25.7% |
| Admin fee / account holder | $230 | $583-60.5% | $5,768-96.0% | $430-46.5% |