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 | $22,266 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,230 |
ADP BROKER-DEALER3 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 | $42,181 | $59,263-28.8% | $96,562-56.3% | $79,386-46.9% |
| Participation rate | 89.3% | 61.9%+27.4pp | 69.8%+19.5pp | 70.7%+18.6pp |
| Annual return | 12.93% | 27.07%-14.1pp | 37.78%-24.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $1,059 | $1,216-12.9% | $2,356-55.1% | $2,427-56.4% |
| Participant deferral / active EE | $3,650 | $2,948+23.8% | $3,849-5.2% | $4,046-9.8% |
| Admin fee / account holder | $195 | $658-70.4% | $6,181-96.9% | $626-68.9% |