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 NETWORK6+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $44,272 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,111 |
ADP BROKER-DEALER6+ 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 | $48,727 | $62,127-21.6% | $81,382-40.1% | $74,495-34.6% |
| Participation rate | 91.6% | 64.0%+27.6pp | 69.5%+22.1pp | 67.2%+24.4pp |
| Annual return | 12.98% | 16.48%-3.5pp | 24.73%-11.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,150 | $1,882+14.2% | $2,463-12.7% | $2,623-18.0% |
| Participant deferral / active EE | $4,816 | $3,229+49.1% | $3,883+24.0% | $4,346+10.8% |
| Admin fee / account holder | $284 | $1,934-85.3% | $5,768-95.1% | $1,942-85.4% |