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 | $43,277 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,567 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $42,742 | $45,031-5.1% | $85,009-49.7% | $77,671-45.0% |
| Participation rate | 93.8% | 48.7%+45.1pp | 67.5%+26.3pp | 70.6%+23.2pp |
| Annual return | 15.82% | 79.22%-63.4pp | 66.47%-50.7pp | 31.21%-15.4pp |
| Employer contribution / active EE | $408 | $1,609-74.6% | $2,728-85.0% | $2,726-85.0% |
| Participant deferral / active EE | $3,840 | $2,807+36.8% | $4,522-15.1% | $4,648-17.4% |
| Admin fee / account holder | $98 | $912-89.2% | $6,153-98.4% | $430-77.2% |