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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $537,117 |
COMMONWEALTH FINANCIAL NETWORK10+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $208,161 |
ADP BROKER-DEALER10+ 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 | $14,679 | $57,150-74.3% | $93,606-84.3% | $106,382-86.2% |
| Participation rate | 96.1% | 49.1%+47.0pp | 68.7%+27.4pp | 69.9%+26.2pp |
| Annual return | 14.45% | 15.81%-1.4pp | 133.20%-118.7pp | 17.37%-2.9pp |
| Employer contribution / active EE | $418 | $1,015-58.8% | $2,420-82.7% | $3,364-87.6% |
| Participant deferral / active EE | $2,569 | $1,853+38.7% | $4,411-41.8% | $5,569-53.9% |
| Admin fee / account holder | $60 | $64-7.1% | $8,285-99.3% | $79-24.6% |