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 Service code 99 · EIN 04-2675571 | Other Fees | $45,409 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,741 | $109,881-32.0% | $150,045-50.2% | $84,808-11.9% |
| Participation rate | 73.9% | 76.1%-2.2pp | 82.3%-8.4pp | 68.3%+5.6pp |
| Annual return | 18.18% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,588 | $3,561-27.3% | $4,693-44.9% | $2,631-1.6% |
| Participant deferral / active EE | $6,684 | $6,636+0.7% | $7,997-16.4% | $4,212+58.7% |
| Admin fee / account holder | $17 | $8,568-99.8% | $13,435-99.9% | $7,344-99.8% |