See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,421 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $8,738 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,250 | $104,475-33.7% | $159,436-56.6% | $79,386-12.8% |
| Participation rate | 86.6% | 76.6%+10.0pp | 82.8%+3.8pp | 70.7%+15.9pp |
| Annual return | 23.00% | 67.95%-45.0pp | 263.57%-240.6pp | 116.85%-93.9pp |
| Employer contribution / active EE | $4,791 | $3,417+40.2% | $4,829-0.8% | $2,427+97.4% |
| Participant deferral / active EE | $8,364 | $6,467+29.3% | $7,352+13.8% | $4,046+106.7% |
| Admin fee / account holder | $184 | $711-74.2% | $10,799-98.3% | $626-70.7% |