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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $23,340 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,597 | $64,119-14.9% | $112,228-51.4% | $66,914-18.4% |
| Participation rate | 76.1% | 68.5%+7.6pp | 75.1%+1.0pp | 69.8%+6.3pp |
| Annual return | -16.63% | -13.81%-2.8pp | 27.45%-44.1pp | 1.58%-18.2pp |
| Employer contribution / active EE | $537 | $3,005-82.1% | $3,635-85.2% | $2,544-78.9% |
| Participant deferral / active EE | $3,274 | $3,693-11.3% | $4,728-30.7% | $4,237-22.7% |
| Admin fee / account holder | $34 | $625-94.6% | $6,410-99.5% | $593-94.3% |