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 | $22,572 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,969 | $46,292-63.3% | $143,757-88.2% | $64,808-73.8% |
| Participation rate | 49.6% | 64.2%-14.6pp | 80.3%-30.7pp | 71.5%-21.9pp |
| Annual return | -13.35% | -10.05%-3.3pp | -0.04%-13.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,157 | $2,646-18.5% | $5,637-61.7% | $4,310-50.0% |
| Admin fee / account holder | $68 | $154-55.9% | $14,673-99.5% | $188-63.9% |