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 | $22,348 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,921 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,914 | $54,701-17.9% | $86,188-47.9% | $71,457-37.1% |
| Participation rate | 88.3% | 60.1%+28.2pp | 69.0%+19.4pp | 67.9%+20.4pp |
| Annual return | 14.57% | 20.06%-5.5pp | 1168.45%-1153.9pp | 28.85%-14.3pp |
| Employer contribution / active EE | $1,484 | $1,265+17.3% | $2,380-37.7% | $2,588-42.6% |
| Participant deferral / active EE | $4,196 | $3,108+35.0% | $3,985+5.3% | $4,289-2.2% |
| Admin fee / account holder | $219 | $1,922-88.6% | $6,852-96.8% | $1,587-86.2% |