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 7-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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $40,139 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,820 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,835 | $59,584-36.5% | $86,874-56.4% | $79,386-52.3% |
| Participation rate | 87.0% | 67.7%+19.3pp | 71.6%+15.4pp | 70.7%+16.3pp |
| Annual return | 13.99% | 23.15%-9.2pp | 63.52%-49.5pp | 116.85%-102.9pp |
| Employer contribution / active EE | $0 | $1,768-100.0% | $2,495-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,290 | $3,036+41.3% | $3,699+16.0% | $4,046+6.0% |
| Admin fee / account holder | $171 | $604-71.7% | $5,828-97.1% | $626-72.7% |