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 FINANCIAL Service code 27 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $8,733 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 20-1581859 PO BOX 3144 · MOBILE, AL 36652 | Recordkeeping | $7,689 |
Filed as: REA & ASSOCIATES Service code 14 · EIN 34-1310124 PO BOX 1020 · NEW PHILADELPHIA, OH 44663 | Plan Administrator | $3,525 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,506 | $51,466-21.3% | $78,778-48.6% | $62,292-35.0% |
| Participation rate | 94.4% | 59.8%+34.6pp | 69.2%+25.2pp | 69.5%+24.9pp |
| Annual return | 18.49% | 19.96%-1.5pp | 35.62%-17.1pp | 28.90%-10.4pp |
| Employer contribution / active EE | $603 | $827-27.1% | $1,986-69.6% | $2,042-70.5% |
| Participant deferral / active EE | $2,402 | $2,147+11.9% | $2,958-18.8% | $3,169-24.2% |
| Admin fee / account holder | $166 | $489-66.0% | $5,134-96.8% | $479-65.3% |