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 |
|---|---|---|
ALBIN RANDALL & BENNETT1 year Service code 10 · EIN 01-0448006 | Accounting | $18,500 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $16,985 |
Filed as: COMMONWEALTH EQUITY SERVICES, LLP Service code 16 · EIN 04-2675571 | Consulting | $6,941 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9 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 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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $108,919-100.0% | $100,391-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 82.9%-82.9pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 7.88% | 57.88%-50.0pp | 49.20%-41.3pp | 561.29%-553.4pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |