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, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $11,203 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,563 | $62,928-80.0% | $172,739-92.7% | $67,579-81.4% |
| Participation rate | 54.5% | 64.5%-10.0pp | 82.6%-28.2pp | 71.3%-16.8pp |
| Annual return | 40.67% | 30.36%+10.3pp | 802.84%-762.2pp | 378.56%-337.9pp |
| Employer contribution / active EE | $369 | $1,636-77.4% | $5,143-92.8% | $2,148-82.8% |
| Participant deferral / active EE | $1,745 | $2,145-18.6% | $5,198-66.4% | $3,539-50.7% |
| Admin fee / account holder | $36 | $167-78.3% | $13,954-99.7% | $142-74.5% |