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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,120 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH FINANCIAL Service code 49 4565 E GALBRAITH ROAD · CINCINNATI, OH 45236 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,958 | $63,905-51.6% | $74,183-58.3% | $57,658-46.3% |
| Participation rate | 58.1% | 79.8%-21.7pp | 76.6%-18.6pp | 70.2%-12.2pp |
| Annual return | 10.66% | 60.60%-49.9pp | 17.74%-7.1pp | 5.13%+5.5pp |
| Employer contribution / active EE | $811 | $1,840-55.9% | $2,370-65.8% | $1,974-58.9% |
| Participant deferral / active EE | $2,671 | $3,448-22.5% | $3,550-24.7% | $3,061-12.7% |
| Admin fee / account holder | $14 | $91-84.5% | $5,586-99.7% | $95-85.1% |