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 | $22,528 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,483 | $56,485-65.5% | $185,823-89.5% | $86,799-77.6% |
| Participation rate | 53.0% | 65.5%-12.5pp | 81.7%-28.7pp | 72.3%-19.3pp |
| Annual return | 16.81% | 118.04%-101.2pp | 122.05%-105.2pp | 97.91%-81.1pp |
| Employer contribution / active EE | $73 | $1,843-96.1% | $5,167-98.6% | $2,405-97.0% |
| Participant deferral / active EE | $2,436 | $2,553-4.6% | $5,568-56.2% | $4,131-41.0% |
| Admin fee / account holder | $67 | $150-55.4% | $16,237-99.6% | $170-60.6% |