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 10-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $244,210 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $76,266 |
BHM CPA GROUP, INC1 year Filed as: BHM CPA GROUP, INC. Service code 10 · EIN 31-1413363 | Accounting | $16,500 |
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 | $72,885 | $106,236-31.4% | $112,228-35.1% | $64,808+12.5% |
| Participation rate | 98.2% | 71.7%+26.6pp | 75.1%+23.2pp | 71.5%+26.8pp |
| Annual return | -17.11% | -6.02%-11.1pp | 27.45%-44.6pp | 32.82%-49.9pp |
| Employer contribution / active EE | $5,956 | $3,166+88.1% | $3,635+63.9% | $2,506+137.7% |
| Participant deferral / active EE | $5,261 | $3,785+39.0% | $4,728+11.3% | $4,310+22.0% |
| Admin fee / account holder | $262 | $452-41.9% | $6,410-95.9% | $188+39.8% |