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 4-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 | $34,129 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,681 |
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $6,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,787 | $53,136-42.1% | $155,509-80.2% | $199,593-84.6% |
| Participation rate | 43.0% | 64.1%-21.1pp | 78.2%-35.2pp | 72.0%-29.0pp |
| Annual return | 15.92% | 41.15%-25.2pp | 64.67%-48.7pp | 34.25%-18.3pp |
| Employer contribution / active EE | $320 | $1,851-82.7% | $4,672-93.2% | $3,034-89.5% |
| Participant deferral / active EE | $2,873 | $3,161-9.1% | $5,626-48.9% | $5,087-43.5% |
| Admin fee / account holder | $127 | $185-31.7% | $15,912-99.2% | $269-52.9% |