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, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $6,926 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,120 | $100,801-31.4% | $149,696-53.8% | $73,409-5.8% |
| Participation rate | 79.5% | 77.7%+1.8pp | 82.5%-3.0pp | 72.2%+7.3pp |
| Annual return | 17.15% | 265.34%-248.2pp | 276.60%-259.5pp | 59.29%-42.1pp |
| Employer contribution / active EE | $2,753 | $3,312-16.9% | $4,644-40.7% | $2,234+23.2% |
| Participant deferral / active EE | $9,226 | $6,404+44.1% | $6,842+34.8% | $3,805+142.4% |
| Admin fee / account holder | $167 | $181-7.6% | $9,309-98.2% | $158+5.8% |