See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $24,515 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $3,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,432 | $77,660-33.8% | $109,143-52.9% | $79,386-35.2% |
| Participation rate | 83.3% | 67.8%+15.5pp | 75.9%+7.5pp | 70.7%+12.6pp |
| Annual return | 17.49% | 23.44%-5.9pp | 25.75%-8.3pp | 116.85%-99.4pp |
| Employer contribution / active EE | $604 | $2,797-78.4% | $3,722-83.8% | $2,427-75.1% |
| Participant deferral / active EE | $3,666 | $3,518+4.2% | $4,653-21.2% | $4,046-9.4% |
| Admin fee / account holder | $18 | $732-97.6% | $6,752-99.7% | $626-97.2% |