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 NETWORK5+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $35,896 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,635 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,950 | $56,423-50.5% | $77,163-63.8% | $71,457-60.9% |
| Participation rate | 93.1% | 64.3%+28.8pp | 69.6%+23.5pp | 67.9%+25.1pp |
| Annual return | 24.11% | 19.05%+5.1pp | 37.87%-13.8pp | 28.85%-4.7pp |
| Employer contribution / active EE | $1,968 | $1,866+5.5% | $2,535-22.4% | $2,588-24.0% |
| Participant deferral / active EE | $4,403 | $3,142+40.1% | $3,833+14.9% | $4,289+2.7% |
| Admin fee / account holder | $136 | $1,429-90.5% | $5,472-97.5% | $1,587-91.4% |