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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $9,571 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,984 |
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 | $46,338 | $75,183-38.4% | $123,892-62.6% | $55,167-16.0% |
| Participation rate | 91.7% | 72.8%+18.8pp | 81.4%+10.3pp | 69.0%+22.7pp |
| Annual return | 11.27% | 19.01%-7.7pp | 47.52%-36.3pp | 169.23%-158.0pp |
| Employer contribution / active EE | $1,753 | $2,823-37.9% | $4,617-62.0% | $1,963-10.7% |
| Participant deferral / active EE | $5,354 | $5,084+5.3% | $5,984-10.5% | $3,054+75.3% |
| Admin fee / account holder | $60 | $663-90.9% | $8,357-99.3% | $504-88.1% |