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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $33,009 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,271 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,745 | $88,083+41.6% | $164,813-24.3% | $74,495+67.5% |
| Participation rate | 92.8% | 73.0%+19.8pp | 78.6%+14.2pp | 67.2%+25.6pp |
| Annual return | 13.24% | 17.26%-4.0pp | 69.93%-56.7pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,290 | $2,593-50.3% | $4,341-70.3% | $2,623-50.8% |
| Participant deferral / active EE | $6,874 | $4,498+52.8% | $6,031+14.0% | $4,346+58.2% |
| Admin fee / account holder | $317 | $2,234-85.8% | $12,690-97.5% | $1,942-83.7% |