See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $34,711 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,858 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,177 | $101,317-31.7% | $146,958-52.9% | $74,495-7.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 26.56% | 8730.91%-8704.3pp | 418.34%-391.8pp | 1364.94%-1338.4pp |
| Employer contribution / active EE | $7,097 | $3,810+86.3% | $4,933+43.9% | $2,623+170.6% |
| Participant deferral / active EE | $10,128 | $7,303+38.7% | $8,070+25.5% | $4,346+133.1% |
| Admin fee / account holder | $356 | $1,739-79.5% | $12,998-97.3% | $1,942-81.7% |