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 | $16,230 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,712 | $52,293-70.0% | $178,490-91.2% | $73,409-78.6% |
| Participation rate | 58.3% | 65.3%-7.0pp | 81.9%-23.6pp | 72.2%-13.9pp |
| Annual return | 17.43% | 34.75%-17.3pp | 151.07%-133.6pp | 59.29%-41.9pp |
| Employer contribution / active EE | $444 | $1,735-74.4% | $5,011-91.1% | $2,234-80.1% |
| Participant deferral / active EE | $1,785 | $2,332-23.5% | $5,202-65.7% | $3,805-53.1% |
| Admin fee / account holder | $48 | $127-62.5% | $13,984-99.7% | $158-69.7% |