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 27 · EIN 04-2675571 | Advisory (Plan) | $13,514 |
Filed as: FIDELITY INVEST INST OPS CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $9,827 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,753 | $76,670-14.2% | $96,683-32.0% | $71,457-8.0% |
| Participation rate | 93.2% | 66.6%+26.6pp | 74.3%+18.8pp | 67.9%+25.2pp |
| Annual return | 17.12% | 48.29%-31.2pp | 35.69%-18.6pp | 28.85%-11.7pp |
| Employer contribution / active EE | $633 | $3,031-79.1% | $3,737-83.1% | $2,588-75.6% |
| Participant deferral / active EE | $3,728 | $3,771-1.2% | $4,878-23.6% | $4,289-13.1% |
| Admin fee / account holder | $145 | $2,028-92.9% | $6,730-97.8% | $1,587-90.9% |