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 | $33,050 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,139 |
ADP BROKER-DEALER4 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 | $126,047 | $93,182+35.3% | $146,665-14.1% | $79,386+58.8% |
| Participation rate | 90.5% | 76.4%+14.1pp | 80.1%+10.4pp | 70.7%+19.8pp |
| Annual return | 16.50% | 21.61%-5.1pp | 22.74%-6.2pp | 116.85%-100.4pp |
| Employer contribution / active EE | $1,061 | $2,420-56.1% | $4,136-74.3% | $2,427-56.3% |
| Participant deferral / active EE | $5,353 | $4,169+28.4% | $5,506-2.8% | $4,046+32.3% |
| Admin fee / account holder | $323 | $585-44.8% | $10,280-96.9% | $626-48.5% |