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 | $22,647 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,862 |
ADP BROKER-DEALER4 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 | $36,942 | $49,451-25.3% | $79,550-53.6% | $66,914-44.8% |
| Participation rate | 86.5% | 61.3%+25.2pp | 69.5%+17.0pp | 69.8%+16.7pp |
| Annual return | -16.32% | 84.25%-100.6pp | 0.16%-16.5pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,344 | $1,266+6.2% | $2,413-44.3% | $2,544-47.2% |
| Participant deferral / active EE | $3,866 | $3,159+22.4% | $3,985-3.0% | $4,237-8.8% |
| Admin fee / account holder | $202 | $595-66.0% | $6,832-97.0% | $593-66.0% |