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 | Finders' fees / placement fees; Sales... | $68,971 |
Filed as: COMMONWEALTH EQUITY SERVICES, LLP Service code 16 · EIN 04-2675571 | Consulting | $14,877 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,977 | $68,346-25.4% | $94,646-46.1% | $75,163-32.2% |
| Participation rate | 83.8% | 76.1%+7.7pp | 80.8%+3.0pp | 67.2%+16.6pp |
| Annual return | 14.34% | 616.93%-602.6pp | 156.71%-142.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,643 | $2,701-39.2% | $3,672-55.3% | $2,670-38.5% |
| Participant deferral / active EE | $9,436 | $6,537+44.3% | $7,418+27.2% | $4,125+128.7% |
| Admin fee / account holder | $217 | $5,326-95.9% | $7,231-97.0% | $5,651-96.2% |