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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Account... | $75,431 |
Filed as: COMMONWEALTH EQUITY SERVICES, LLP Service code 16 · EIN 04-2675571 | Consulting | $72,822 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $51,588 | $62,543-17.5% | $83,333-38.1% | $55,725-7.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 77.8%+22.2pp | 70.9%+29.1pp |
| Annual return | -4.18% | 14.85%-19.0pp | 10.63%-14.8pp | 244.93%-249.1pp |
| Employer contribution / active EE | $434 | $2,427-82.1% | $3,379-87.2% | $2,078-79.1% |
| Participant deferral / active EE | $2,888 | $5,682-49.2% | $5,565-48.1% | $3,356-13.9% |
| Admin fee / account holder | $233 | $103+126.1% | $7,510-96.9% | $115+102.4% |