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 NETWORK7+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $41,274 |
STONEBRIDGE1 year Filed as: STONEBRIDGE FINANCIAL GROUP LLC Service code 15 · EIN 36-4541349 | Recordkeeping | $5,739 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,135 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,960 | $65,561-22.3% | $91,541-44.3% | $74,304-31.4% |
| Participation rate | 91.1% | 56.6%+34.5pp | 69.8%+21.4pp | 60.3%+30.8pp |
| Annual return | 19.98% | 17.68%+2.3pp | 20.50%-0.5pp | 29.43%-9.4pp |
| Employer contribution / active EE | $1,270 | $1,717-26.0% | $2,505-49.3% | $2,241-43.3% |
| Participant deferral / active EE | $5,711 | $2,918+95.7% | $4,008+42.5% | $3,767+51.6% |
| Admin fee / account holder | $218 | $3,333-93.5% | $6,956-96.9% | $2,969-92.7% |