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 | Claims processing; Participant loan p... | $140,832 |
Filed as: COMMONWEALTH EQUITY SERVICES, LLP Service code 16 · EIN 04-2675571 | Consulting | $82,020 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,288 | $87,125-15.9% | $108,410-32.4% | $86,799-15.6% |
| Participation rate | 88.2% | 80.5%+7.7pp | 80.1%+8.1pp | 72.3%+16.0pp |
| Annual return | 13.63% | 25.21%-11.6pp | 905.27%-891.6pp | 97.91%-84.3pp |
| Employer contribution / active EE | $416 | $2,477-83.2% | $3,558-88.3% | $2,405-82.7% |
| Participant deferral / active EE | $2,539 | $6,944-63.4% | $6,563-61.3% | $4,131-38.5% |
| Admin fee / account holder | $373 | $130+186.2% | $7,295-94.9% | $170+119.8% |