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, LLP Service code 16 · EIN 04-2675571 | Consulting | $46,240 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $40,758 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,850 | $65,592-13.3% | $90,160-36.9% | $69,631-18.4% |
| Participation rate | 96.6% | 77.6%+19.0pp | 76.9%+19.7pp | 70.7%+25.9pp |
| Annual return | 74.70% | 57.10%+17.6pp | 34.88%+39.8pp | 27571.02%-27496.3pp |
| Employer contribution / active EE | $259 | $2,193-88.2% | $3,318-92.2% | $2,032-87.2% |
| Participant deferral / active EE | $1,643 | $5,257-68.7% | $5,288-68.9% | $3,224-49.0% |
| Admin fee / account holder | $138 | $86+60.8% | $5,943-97.7% | $110+24.7% |