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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $33,131 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,275 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,261 | $101,317-37.6% | $146,958-57.0% | $74,495-15.1% |
| Participation rate | 93.4% | 75.5%+17.8pp | 82.2%+11.2pp | 67.2%+26.2pp |
| Annual return | 18.61% | 8730.91%-8712.3pp | 418.34%-399.7pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $3 | $3,810-99.9% | $4,933-99.9% | $2,623-99.9% |
| Participant deferral / active EE | $11,150 | $7,303+52.7% | $8,070+38.2% | $4,346+156.6% |
| Admin fee / account holder | $199 | $1,739-88.6% | $12,998-98.5% | $1,942-89.8% |