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 10-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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $90,757 |
COMMONWEALTH FINANCIAL NETWORK4+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $47,293 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,433 | $33,780-69.1% | $74,550-86.0% | $75,289-86.1% |
| Participation rate | 86.0% | 62.7%+23.4pp | 69.1%+16.9pp | 72.4%+13.6pp |
| Annual return | 10.03% | -1.24%+11.3pp | 32.53%-22.5pp | -0.04%+10.1pp |
| Employer contribution / active EE | $264 | $845-68.7% | $1,961-86.5% | $2,405-89.0% |
| Participant deferral / active EE | $1,539 | $1,890-18.5% | $3,108-50.5% | $3,739-58.8% |
| Admin fee / account holder | $42 | $86-51.5% | $5,060-99.2% | $102-59.1% |