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 26 · EIN 04-2675571 | Advisory (Participants) | $56,366 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $4,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,303 | $82,202-55.8% | $125,339-71.0% | $64,808-44.0% |
| Participation rate | 89.5% | 77.9%+11.7pp | 82.4%+7.2pp | 71.5%+18.1pp |
| Annual return | -10.30% | 3.48%-13.8pp | 572.05%-582.4pp | 32.82%-43.1pp |
| Employer contribution / active EE | $5,584 | $3,615+54.5% | $4,814+16.0% | $2,506+122.9% |
| Participant deferral / active EE | $9,970 | $7,175+39.0% | $7,446+33.9% | $4,310+131.3% |
| Admin fee / account holder | $7 | $163-95.7% | $10,010-99.9% | $188-96.3% |