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 Service code 99 · EIN 04-2675571 | Other Fees | $17,213 |
Service code 99 | Other Fees | $1,718 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,895 | $84,936-68.3% | $111,297-75.8% | $79,386-66.1% |
| Participation rate | 82.1% | 75.9%+6.2pp | 77.3%+4.7pp | 70.7%+11.3pp |
| Annual return | 17.61% | 17.45%+0.2pp | 54.65%-37.0pp | 116.85%-99.2pp |
| Employer contribution / active EE | $1,806 | $1,979-8.8% | $2,731-33.9% | $2,427-25.6% |
| Participant deferral / active EE | $3,040 | $3,888-21.8% | $4,487-32.3% | $4,046-24.9% |
| Admin fee / account holder | $11 | $537-97.9% | $7,964-99.9% | $626-98.2% |