See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $22,633 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,054 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,972 | $58,879+7.0% | $178,490-64.7% | $73,488-14.3% |
| Participation rate | 84.7% | 66.2%+18.4pp | 81.9%+2.7pp | 70.7%+14.0pp |
| Annual return | 19.21% | 24.86%-5.6pp | 151.07%-131.9pp | 28.51%-9.3pp |
| Employer contribution / active EE | $2,245 | $2,236+0.4% | $5,011-55.2% | $2,270-1.1% |
| Participant deferral / active EE | $8,371 | $2,567+226.1% | $5,202+60.9% | $3,740+123.9% |
| Admin fee / account holder | $125 | $400-68.9% | $13,984-99.1% | $513-75.7% |