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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $51,052 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,575 |
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 | $34,261 | $104,317-67.2% | $159,436-78.5% | $86,799-60.5% |
| Participation rate | 85.6% | 77.7%+7.9pp | 82.8%+2.8pp | 72.3%+13.3pp |
| Annual return | 60.57% | 26.32%+34.3pp | 263.57%-203.0pp | 97.91%-37.3pp |
| Employer contribution / active EE | $4,000 | $3,451+15.9% | $4,829-17.2% | $2,405+66.3% |
| Participant deferral / active EE | $7,331 | $6,837+7.2% | $7,352-0.3% | $4,131+77.5% |
| Admin fee / account holder | $3 | $172-98.1% | $10,799-100.0% | $170-98.1% |