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 LLC Service code 27 29 SAWYER ROD · WALTHAM, MA 024533483 | Advisory (Plan) | $8,937 |
Filed as: THE PARAGON ALLIANCE GROUP Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 189642139 | Contract Administrator | $2,185 |
CAPTIAL BANK AND TRUST1 year Filed as: CAPTIAL RESEARCH AND MANAGMENT COI Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,361 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,583 | $73,102-82.8% | $123,544-89.8% | $56,287-77.6% |
| Participation rate | 63.4% | 74.3%-11.0pp | 82.3%-18.9pp | 69.9%-6.5pp |
| Annual return | -6.29% | 3.01%-9.3pp | 119.20%-125.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $367 | $2,977-87.7% | $4,628-92.1% | $2,111-82.6% |
| Participant deferral / active EE | $2,695 | $5,423-50.3% | $6,426-58.1% | $3,350-19.5% |
| Admin fee / account holder | $62 | $554-88.8% | $9,284-99.3% | $521-88.1% |