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 | $30,883 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,948 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,856 | $86,655+9.5% | $119,609-20.7% | $66,914+41.8% |
| Participation rate | 93.7% | 75.6%+18.1pp | 79.3%+14.4pp | 69.8%+23.9pp |
| Annual return | -22.34% | -8.00%-14.3pp | -14.97%-7.4pp | 1.58%-23.9pp |
| Employer contribution / active EE | $827 | $2,536-67.4% | $4,232-80.5% | $2,544-67.5% |
| Participant deferral / active EE | $6,037 | $4,358+38.5% | $5,602+7.8% | $4,237+42.5% |
| Admin fee / account holder | $295 | $755-60.9% | $10,323-97.1% | $593-50.2% |