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 | $8,562 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH FINANCIAL Service code 49 161 WORCESTER ROAD · FRAMINGHAM, MA 01701 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,662 | $30,599-32.5% | $74,583-72.3% | $57,658-64.2% |
| Participation rate | 89.0% | 49.1%+39.9pp | 68.1%+20.9pp | 70.2%+18.8pp |
| Annual return | 8.80% | 14.24%-5.4pp | 20.47%-11.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $237 | $1,000-76.3% | $2,525-90.6% | $1,974-88.0% |
| Participant deferral / active EE | $2,054 | $1,805+13.8% | $3,458-40.6% | $3,061-32.9% |
| Admin fee / account holder | $15 | $98-84.8% | $4,138-99.6% | $95-84.2% |