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 | $20,759 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,218 |
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 | $20,299 | $47,126-56.9% | $149,673-86.4% | $74,419-72.7% |
| Participation rate | 46.0% | 63.4%-17.4pp | 78.8%-32.8pp | 70.7%-24.7pp |
| Annual return | 17.40% | 22.75%-5.4pp | 134.42%-117.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,177 | $2,728-20.2% | $5,680-61.7% | $4,528-51.9% |
| Admin fee / account holder | $73 | $343-78.8% | $13,210-99.4% | $348-79.1% |