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 NETWORK4+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $35,588 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,805 |
ADP BROKER-DEALER4+ 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 | $27,210 | $50,199-45.8% | $70,092-61.2% | $66,914-59.3% |
| Participation rate | 90.3% | 66.3%+23.9pp | 70.5%+19.8pp | 69.8%+20.5pp |
| Annual return | -15.34% | -13.85%-1.5pp | 190.73%-206.1pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,646 | $1,864-11.7% | $2,559-35.7% | $2,544-35.3% |
| Participant deferral / active EE | $3,707 | $3,112+19.1% | $3,849-3.7% | $4,237-12.5% |
| Admin fee / account holder | $139 | $600-76.8% | $6,267-97.8% | $593-76.6% |