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 NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $29,617 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,345 |
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 | $54,521 | $80,753-32.5% | $136,294-60.0% | $62,292-12.5% |
| Participation rate | 94.6% | 73.5%+21.1pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 19.08% | 35.83%-16.8pp | 5155.94%-5136.9pp | 28.90%-9.8pp |
| Employer contribution / active EE | $2,134 | $2,884-26.0% | $4,695-54.5% | $2,042+4.5% |
| Participant deferral / active EE | $6,505 | $5,164+26.0% | $6,247+4.1% | $3,169+105.2% |
| Admin fee / account holder | $144 | $525-72.6% | $9,243-98.4% | $479-70.0% |