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 | $65,254 |
Service code 99 · EIN 47-1411118 | Other Fees | $15,293 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $7,725 |
APRIO LLP1 year Service code 99 · EIN 57-1157523 | Other Fees | $6,892 |
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 | $53,985 | $95,274-43.3% | $135,903-60.3% | $74,419-27.5% |
| Participation rate | 92.4% | 78.2%+14.3pp | 81.9%+10.5pp | 70.7%+21.7pp |
| Annual return | 28.49% | 32.77%-4.3pp | 68.23%-39.7pp | 34.38%-5.9pp |
| Employer contribution / active EE | $6,408 | $3,874+65.4% | $4,856+32.0% | $2,637+143.0% |
| Participant deferral / active EE | $11,721 | $7,782+50.6% | $7,758+51.1% | $4,528+158.9% |
| Admin fee / account holder | $25 | $266-90.6% | $10,762-99.8% | $348-92.8% |