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 9-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 | $34,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,625 | $101,499-42.2% | $147,005-60.1% | $74,546-21.4% |
| Participation rate | 72.3% | 75.5%-3.2pp | 82.2%-9.8pp | 67.2%+5.1pp |
| Annual return | 13.88% | 8732.34%-8718.5pp | 418.76%-404.9pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $2,119 | $3,811-44.4% | $4,934-57.1% | $2,624-19.3% |
| Participant deferral / active EE | $5,262 | $7,304-28.0% | $8,070-34.8% | $4,347+21.0% |
| Admin fee / account holder | $5 | $1,748-99.7% | $13,006-100.0% | $1,944-99.7% |