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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $195,273 |
COMMONWEALTH FINANCIAL NETWORK7+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $127,799 |
ADP BROKER-DEALER7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,883 | $48,166-69.1% | $96,562-84.6% | $93,030-84.0% |
| Participation rate | 94.8% | 65.1%+29.7pp | 69.8%+25.0pp | 73.9%+20.9pp |
| Annual return | 15.01% | 21.31%-6.3pp | 37.78%-22.8pp | 158.70%-143.7pp |
| Employer contribution / active EE | $359 | $1,070-66.5% | $2,356-84.8% | $2,706-86.7% |
| Participant deferral / active EE | $2,483 | $2,576-3.6% | $3,849-35.5% | $4,562-45.6% |
| Admin fee / account holder | $51 | $110-53.3% | $6,181-99.2% | $152-66.0% |